11.12.2025
Pourquoi l’IA est loin de son apogée
L’IA reste la technologie la plus disruptive de la décennie. Les plateformes cloud et les fournisseurs de semi-conducteurs sont les mieux placés pour en profiter.
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UBP UK Online - Interim e-banking platform dedicated to ex-Kleinwort Hambros clients
Visiter15.12.2025
The Federal Reserve cut its key rates by 25 basis points to 3.25 - 3.75% last week, and surprised observers with the resumption of purchases of short-term Treasuries. The Fed also raised its 2026 growth forecasts to 2.3%. However, we maintain our current scenario of several Fed rate cuts in 2026.
On the equities markets, valuation concerns have resurfaced for AI-related companies, even as the Artificial Intelligence (AI) investment outlook remains robust, while risk appetite expends to cyclical equities. Such dynamics underscore the need for diversification and selectivity as we enter 2026.
Lire la suite11.12.2025
L’IA reste la technologie la plus disruptive de la décennie. Les plateformes cloud et les fournisseurs de semi-conducteurs sont les mieux placés pour en profiter.
08.12.2025
Global equities closed the first week of December in positive territory, supported by rising expectations of a Fed rate cut, while the bond market experienced rate volatility. Attention now turns to the Federal Reserve, which is expected to deliver a 25-bp interest rate cut on Wednesday. A still-supportive backdrop continues to underpin equities, with fiscal stimulus measures, easing monetary policy and structural growth drivers encouraging investors to keep a broader perspective.
08.12.2025
The fund will invest in fixed-income strategies; a second fund to be launched next year will invest in a hedge fund of funds.
05.12.2025
Les données venant du marché du travail américain plaident en faveur de la poursuite de l’assouplissement monétaire de la Réserve fédérale. Ce ne sera pas sans conséquence pour les obligations.
04.12.2025
Geneva-based bank Union Bancaire Privee has launched its first office in Riyadh, a significant step in its long-term expansion and highlighting the rising evolution of wealth management needs in Saudi Arabia.
04.12.2025
China is positioning itself to become a global leader in technological innovation.
Intervenants: Monica Espinosa, Pierre Ricq
Intervenants: Mohammed Kazmi, Alisdair Bell