Discover our last publications
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Read the articleA hot August for the financial markets
August was a volatile month on the financial markets. Performance remains in positive territory, however, with global equities gaining 0.44% and European equities gaining 1.60%, while their US counterparts returned just 0.20%.
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Read the articleA short summer break
July was an interesting month for the financial markets, with volatility returning to mega caps against a backdrop of sector rotation. Although it was a difficult month for most investors, global indices nevertheless ended the month in the black, thanks to an exceptional close on the last day of July, following the announcements of the Fed.
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Read the articleUS Elections and their worldwide impact
D’abord vainqueur du débat politique qui l’opposait à un Joe Biden sortant clairement affaibli de cet exercice, Donald Trump échappe dans la foulée à une tentative d’assassinat. Autant dire que les probabilités que le candidat républicain retourne à la Maison-Blanche 4 ans après son premier mandat ont sérieusement grimpé.
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Read the articleSunshine returns, volatility dissipates.
We all wondered where the sun went in May. It certainly shone on the equity markets, marking their recovery after a volatile month of April. Global equities rose by nearly 2,5% in euro, returning to or even exceeding the highs reached by the stock market indices at the end of March.
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Read the articleWhen appetite is strong, everything is strong.
As March drew to a close in the first quarter of the year, investors continued to benefit from a very favourable environment.
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Read the articleCelebrating the records reached
The financial markets remained buoyant in February, with the strong performance of equities in particular continuing to set the tone. The global equity index rose by 4,7% in euros, posting a performance of more than 7% in 2024, thus enabling it to continue its momentum.
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Read the articleA rigorous approach in the US.
January was a positive month for equity markets, whose upward trajectory continued in line with the last quarter of 2023. Global equities returned nearly 3% in euros, driven by the US markets (+3.5% in euros), which are still surfing the artificial intelligence wave. In Europe, the performance was positive, but remained more modest than that of the US, at 1.6%. Meanwhile, emerging markets are still struggling as they continue to bear the brunt of a Chinese economy in the midst of a real estate crisis.
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Read the articleEditorial Q4 2023
À chaque début d’année revient l’enthousiasme accompagné de son lot de bonnes résolutions. Parés de nos lunettes roses chargées de belles perspectives, on se dit que forcément, tout sera meilleur et plus accessible cette année : prendre du temps pour soi et ceux qui nous sont chers, nous débarrasser des quelques kilos superflus et manger plus sainement, dire stop au tabac, bouger davantage et faire plus de sport… et j’en passe ! Des propos chargés d’espoir qui véhiculent notre bonne foi à insuffler, pour de vrai cette fois-ci, le changement dans notre vie.
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Read the articleInvestment Update - January 2024 - A Happy Ending to 2023
The financial markets ended 2023 on a very positive note: very favourable economic data pointed to a resilient economy, inflation stabilised and the US central bank (Fed) opened the door to rate cuts in 2024. In short, the markets are almost fully buying into the renowned soft landing scenario.
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Read the articleTime for action
The scene observed in September in financial markets continued to play out over the month of October. Indeed, the period of volatility continued and equity markets lost nearly 3% in euro terms, while bond yields continued to rise.
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Read the articleMarkets, don't you see anything coming?
After a moment of hesitation in May, equity markets picked up more strongly: the global markets posted a performance of more than 3% in euro, making June the second strongest month of the year after January.
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Read the articleAn unfortunate trio of factors
In September, the equity markets remained caught in the trap of the sluggish momentum that began in August: global equities lost nearly 2% in euros at the end of the month (i.e. 4% in dollars; we will return to the currency effect later). We are therefore immersed in a global environment that is rather hostile to risk-taking, for which there are many reasons: rising rates, a rise in oil prices and the dollar, not to mention the usual adverse seasonal effect on the markets.