Perspectives

Investment Insight – JUNE 2025

The Economy Shows Sign of Resilience; Strategic Caution on Equities; European Banks: Rate Mirage or Genuine Recovery? How Oceans Work.

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.

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.

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.

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.

Investment Insight – January 2025

Investment Insight – December 2024

Investment Insight – November 2024

Investment Insight – October 2024