House View

Our take from the latest central bank decisions

What happened lately with the Fed, the Bank of Canada or the ECB and how did all these central bank decisions affect our investment allocation decisions?

House View

Quarterly Strategy (Q4)

Monetary policies are normalising. What is the impact for investors? Listen to our economists Marie Thibout and Valentin Bissat today giving us a complete overview our economic scenario and portfolio positionning.

Weekly Insights

Plastic, plastic, plastic

This fast-growing theme deserves serious attention… How do we escape plastic and, above all, in which companies could we invest to counter the current state of emergency? John Plassard tells you more about this in his Weekly Insights.

Weekly Insights

All about Metaverse

What is it exactly? What is it now and how will it look in a couple of years? How can interested investors start investing in the metaverse? Let John Plassard take you through this trendy topic.

Weekly Insights

FED: to taper or not to taper?

John Plassard today focuses on the next FOMC meeting and more specifically on the potential first taper announcement since 2013… How could this affect the markets?

Bond moment

The tide will eventually turn

Over the last few years, the European emerging countries have benefited from the negative yield environment. Could these unprecedented market conditions be coming to an end with growing inflation fears?

Weekly Insights

Where's my bike?

This week, John Plassard gives an update on the bike situation: huge demand, difficult shipments, what are the perspectives?

Bond moment

The Green Giant

Catherine Reichlin today talks about the long-awaited arrival of the European Union in the green bond market. How has the market responded to this new player? Listen to her Bond Moment to find out more.

Weekly Insights

Cargo container: always more

The unsteadiness of land and air traffic has reshuffled the deck in the global transport market. Maritime traffic is now shining and cargo containers in particular since they are a key element of this transportation mode. Who are the producers of this booming market and do they have the capacity to meet the ever increasing global demand?

Bond moment

The Bank of England: between a rock and a hard place

Since the end of July, the UK bond market is the biggest looser in terms of performance. How come? Listen to Catherine Reichlin's Bond Moment to know more about the impact of the Bank of England's latest moves.

Weekly Insights

How much does your petrol really cost?

In the midst of rising prices in the energy sector, John Plassard today decided to focus on petrol and decrypts the components of the price paid by customers at the pump.

Bond moment

Man overboard!

Carnival has burned billions in cash since Q1 of 2020. The firm is highly leveraged but still manages to raise fresh money easily. How come? Listen to Catherine Reichlin's Bond Moment to know more.

Weekly Insights

US rating

Will the US succeed in maintaining its Fitch AAA rating or will the upcoming events in the world’s largest economy lead to a downgrade? Listen to John Plassard’s Weekly Insights to know more.

Weekly Insights

Is the energy crisis spreading?

To what extent does the European energy crisis affect other parts of the world such as the USA and China? Listen to John Plassard's Weekly Insights to know more about this crucial subject.

Bond moment

You can't stop "progreece"

Catherine Reichlin takes us back to sunnier lands and offers us a shot of optimism as she talks about the growth of the Greek economy, which could return to pre-crisis levels this year.

Weekly Insights

Are you ready for DeFi?

Ethereum blockchain, decentralised finance,… topics that may have sounded like science fiction are today reality. Could DeFI be the end of the banking industry? John Plassard give us more insights on this topic everyone speaks about.

Bond moment

The Reserve Bank of Australia is balancing the wheat and the chaff

Catherine Reichlin discusses the case of the RBA which, like many central banks, is trying to convince the market that a rate hike is not just around the corner.

House View

ECB action in focus

The ECB decided last week to lower the pace of its bond purchases via the PEPP. What are we expecting at the next meetings and what are the investment implications?

Weekly Insights

No culture, no future

Did you know that the cultural sector employs more than the car industries of Europe, Japan and the US combined? Listen to John Plassard’s Weekly Insights to get a glimpse of how exactly culture impacts the well-being of our society.

Weekly Insights

Jobless USA

This week, John Plassard takes a deeper look at the American market, and more particularly at how the American unemployment crisis is shaping it. Listen to his Weekly Insights to know more.