17/12/2025
Asset allocation: Investing amid a bubble
Benjamin Melman, Global CIO AM
Credit market: 2026 is set to be a strong year for credit markets!
Alain Krief, Head of Fixed Income
European equities: a three-step Waltz
Caroline Gauthier, Co-Head of Equities
International equities: 2026, a structural year for equities and the end of the prologue
Jacques-Aurélien Marcireau, Co-Head of Equities
Management philosophy: Decorrelate your portfolio by investing in European defence
Anthony Penel, European Equities Portfolio Manager