Investment Insight – JULY 2025
A Wavering Global Economy; Will the Yen's Decline Continue? European Small Caps: Small in Size, Big in Impact; The Correlation Between ESG Ratings and Financial Performance.
July 2025
Investment Insight – JUNE 2025
The Economy Shows Sign of Resilience; Strategic Caution on Equities; European Banks: Rate Mirage or Genuine Recovery? How Oceans Work.
June 2025
Investment Insight – MAY 2025
The global economy slowing... not stalling ; Have tariffs already been forgotten ? ; Sell in May and go away ? Myth or reality ? ; Assets may leave, but problems remain.
May 2025
INFORMATION FOR UNITHOLDERS OF ONYX
Fund Classification The Fund has been classified under Article 6 of the SFDR regulation by the management company. This information was communicated by Letter to Unitholders on May 13, 2025. This decision will take effect on May 23,...
May 2025
Investment Insight – APRIL 2025
The global economy is slowing down again ; D. Trump’s impact on asset classes ; Make Europe Great Again ! ; Physical climate risks & companies.
April 2025
NOTICE TO SHAREHOLDERS OF LONGCHAMP Dalton India & Longchamp Dalton Japan Long Only
Management fees and operating expenses have now been separated for greater transparency. As a result, operating expenses are set at 0.25% for Longchamp Dalton Japan Long Only and 0.45% for Longchamp Dalton India UCITS Fund. Management...
April 2025
Investment Insight – MARCH 2025
The global economy hesitates on its trend ; Europe, on the brink of a revolution ? ; Contradictory signals on Chinese indices ; CSRD 2.0.
March 2025
Investment Insight – February 2025
Early signs of recovery — more data needed ; Are Chinese equities a bargain ? ; Heterogeneous valuation dynamics ; The depletion of natural resources in comics.
February 2025
NOTICE TO SHAREHOLDERS OF SANSO SMART CLIMATE AND SANSO CARBON INITIATIVE TRENDS
Subject: Modification of the investment strategy of Sanso Smart Climate and Sanso Carbon Initiative Trends The investment process has been amended to adopt an “enhancement” approach as opposed to a “selectivity” approach...
February 2025