01/03/2017

Trump has opened rifts in American society, but his economic policy agenda has also sparked excitement.

 

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24/02/2017
vignette-RT-Q4-2014

The transformation of the political landscape in developed countries and doubts about the effectiveness of monetary policies suggest...

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24/01/2017
Lettre EC Juillet 14

Donald Trump will be sworn in as US President right about when the Chinese New Year begins – a disturbing coincidence when you consider that this will be the Year of the Rooster. 

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09/12/2016

Jean Médecin discusses with CNBC’s journalists Geoff Cutmore, Steve Sedgwick and Karen Tso the Italian situation as well as what could mean Trump’s economic and fiscal program for markets and stock picking in the current market situation.

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01/12/2016

Rapidly rising interest rates are among the main risks, requiring flexible bond management.

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17/11/2016

Didier Saint-Georges discusses with CNBC’s journalists Karen Tso and Geoff Cutmore the potential impacts of Donald Trump’s fiscal program on currencies, investment flows and global economy as well as the repricing of bond markets.

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25/10/2016

Digging deeper into emerging economies

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20/10/2016
vignette-RT-Q4-2014

The transformation of the political landscape in developed countries and doubts about the effectiveness of monetary policies suggest...

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14/10/2016
Lettre EC Juillet 14

Populist agendas have gained a foothold amid dissatisfaction brought about by the global economic downturn. We need to take this into account in our investments.

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03/10/2016

We believe it makes sense to tactically raise our level of caution as regards market risk.

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