Weekly Insights

Europe's return to grace?

European growth and the Euro STOXX 600 are expected to improve over the coming months. What are the 6 underlying reasons for such optimism?

Weekly Insights

The 3 risks for the markets

As global indices are hitting all-times highs day after day, let John Plassard walk you through what he considers to be the 3 biggest risks for the markets.

Weekly Insights

The semiconductor sector, a calm recovery despite the storm?

Would you invest in the semiconductor sector? This sector, which has been caught up in the storm of the US technology stock market downturn, is nonetheless benefiting from the reopening of the economy. Listen to what John Plassard has to say on the subject.

Weekly Insights

Space and financial market’s conquest

Investment bank Morgan Stanley estimates that the global space industry could generate revenues of more than $1 trillion within 20 years. SpaceX is now developing reusable rockets to reduce launch costs, which could well mark a historic turning point in space investment. Would you invest in the space industry?

Weekly Insights

"Never bet against America"?

"Never bet against America" is what Warren Buffet says in a letter trumpeting Berkshire’s US-based assets in 2021. Listen to what our expert John Plassard has to say about that and his explanation regarding the economic growth of the US and its position against China.

Weekly Insights

Is it the end of Tech Companies?

In this Weekly Update, John Plassard points out the challenges this economic downturn poses for technology companies and their place in the market. FANGs are facing major issues. This leads to the question: is this the end of technological values?

Weekly Insights

Sand

Wouldn't we be underestimating the importance and the value of sand? Listen to John Plassard's insights on this crucial material.

Weekly Insights

US Treasury yields

John Plassard today puts a special focus on the US Treasury yields and answer 5 major questions around it. Why is the yield of the 10-year rising so sharply? Is the risk of inflation really that big?... Listen to his rich analysis of the day.

Weekly Insights

Democratisation of cryptocurrencies

While traditional currencies are going through a period of crisis, cryptocurrencies have the wind in its sails. Will we soon be paying bread in Bitcoin rather than in euros? Listen to John Plassard's insights.

Weekly Insights

The hidden side of the GameStop phenomenon

John Plassard today talks about what could be seen as benefits of the actions of the Reddit community on the stock markets... what if their approach saved companies that were on the verge of bankruptcy?

Weekly Insights

Buybacks are back

Buybacks are back, with the blessing of the Fed. What role do they play currently? John Plassard discusses this topic in his Weekly Insights.

Weekly Insights

Afraid of inflation?

Inflation is a theme that has become more and more recurrent in the recent weeks and is causing a lot of concern. How to diversify your assets? John Plassard gives you a few hints in this Weekly Insights.

Weekly Insights

All about the FTSE

Today John Plassard comes back on his "should we buy the FTSE100?" study to give us an update. Is there a real investment opportunity or not? Let him guide you through his thoughts.

Weekly Insights

Natural Language Generation (NLG)

What is NLG, how does it work and concretely how important of a theme is this sub-division of artificial intelligence? Listen to John Plassard and his avatar to know more about it.

Weekly Insights

Avatar

To what extent can avatars really replace human beings? How are they created; in which fields could they be useful and in what sense? Let John Plassard... or rather his avatar... take you through this subject today.

Weekly Insights

Janet Yellen

It is today the potential next US Secretary of Treasury Janet Yellen who is at the center of John Plassard's interest. What will be her next challenges and how did investors react to her nomination?

Weekly Insights

Hot topics

Today John Plassard decided to put two topics in the spotlight: the attractiveness of emerging markets and the unsteady situation of restaurants in the US. Discover his thoughts in his Weekly Insights.

Weekly Insights

In the spotlight

In today's Weekly Insights, John Plassard puts 3 key subjects in the spotlight: gold, prospects of the S&P500 and the sector rotation that appears in the equity markets. Some food for thought before the weekend.

Weekly Insights

US Presidential election: market scenarios

A few days before the American presidential elections, John Plassard gives us a special edition of his Weekly Insights: he today establishes and analyses 4 potential market scenarios post Election Day on November 3rd.

Weekly Insights

Farmers, unicorns and hot spots

Farmers, unicorns and the ECB, what do they have in common ? All three are addressed in the Weekly Insights with John Plassard this week !