24/01/2017
Lettre EC Juillet 14

Our firm had to contend with a long string of surprises in 2016 that were virtually impossible to anticipate and tough to manage – but as you know, managing the risks that come with our convictions is what we are all about.

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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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31/08/2016

Monetary policies have not managed to prevent economic growth from disappointing almost everywhere for the past eight years.

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15/07/2016
vignette-RT-Q4-2014

The UK’s vote to leave the EU boosted the activism of the central banks, which are keen to stave off any slowdown risks and liquidity accidents.

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