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13.05.2026
In April, we anticipated an inflationary shock and a persistently cautious stance from central banks. That scenario has now materialised, reducing the prospects of any meaningful monetary easing.
Lire la suite12.05.2026
Global equities extended their rally, powered by significant technology sector strength and a standout earnings season: S&P 500 Q1 earnings per share (EPS) growth reached +27.7%, double initial expectations. Emerging markets outperformed, led by Taiwan and South Korea.
06.05.2026
Les événements au Moyen-Orient ont mis en lumière une évolution profonde de la dynamique des marchés. La nature même de la volatilité semble changer, ce qui requiert une adaptation des stratégies de gestion.
04.05.2026
After several years dominated by a small group of mega-cap stocks, the market environment is changing.
04.05.2026
Global equities advanced, driven by strong US technology earnings, while fixed income markets slipped as yields moved higher and central banks maintained a cautious stance.
30.04.2026
As global wealth management becomes more complex, external asset managers (EAMs) are operating under increasing pressure to deliver performance, manage costs, and differentiate their propositions.
28.04.2026
Global markets are navigating a fragile balance between resilient growth, persistent geopolitical tensions and cautious central banks.
Intervenants: Monica Espinosa, Pierre Ricq
Intervenants: Mohammed Kazmi, Alisdair Bell
Intervenants: Philippe Gräub, Thibault Colle, Mohammed Kazmi
