News

84% of women report feeling unprepared to manage inherited wealth, with many finding the experience challenging when it arrives.

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.

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.

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.

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.