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20.05.2026
From oil‑supply shocks to grid bottlenecks, energy is back at the heart of geopolitics. In a world where nearly 80% of primary energy still comes from fossil fuels, recent conflicts and supply disruptions have exposed vulnerabilities – but they’re also catalysing change.
Lire la suite18.05.2026
Global markets are entering a more balanced phase, where higher‑for‑longer rates, renewed energy pressures and sticky inflation are starting to test an artificial intelligence (AI)‑driven equity rally rather than abruptly reversing it.
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.
12.05.2026
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.
Intervenants: Nicolas Barben, Marc Elliott
Intervenants: Monica Espinosa, Pierre Ricq
Intervenants: Nicolas Barben, Marc Elliott
Intervenants: Philippe Gräub, Thibault Colle, Mohammed Kazmi
