Market Analysis
Market Flash: Congress approves the debt ceiling
02/06/2023
Over the weekend of May 27-28, Joe Biden and House of Representatives speaker Kevin McCarthy reached an agreement to suspend the US debt ceiling until 2025.

Market Analysis
02/06/2023
Over the weekend of May 27-28, Joe Biden and House of Representatives speaker Kevin McCarthy reached an agreement to suspend the US debt ceiling until 2025.

Market Analysis
26/05/2023
Markets are nervously watching to see how the US debt ceiling crisis pans out. In the meantime, they have to deal with confusing economic data and the latest CPI from the UK has called the ongoing disinflation process into question.

Market Analysis
26/05/2023
Interest rate volatility stayed high ahead of the Fed and ECB meetings in the week starting May 1st.

Market Analysis
26/05/2023
US jobs data for March showed just how resilient the market is. And a sharp slowdown in inflation proved that monetary tightening had fed through to the economy.

Market Analysis
26/05/2023
The US failed to take the opportunity of falling oil prices to rebuild its strategic stocks and now OPEC has surprised markets by cutting output by 1.6 million b/d.

Market Analysis
23/05/2023
The equity markets have risen sharply overall since the start of the year, but this solidity is not what it seems when analysed, given that these surges are so focused on a few large caps in the US (and, to a lesser degree, in Europe).

News
22/05/2023

News
22/05/2023

News
17/05/2023
In 1973, when Baron Edmond de Rothschild learned the Château Clarke was for sale, he began to dream. Yet the winery lay abandoned. At the same time, a few kilometres away, Château Margaux and its Premier Grand Cru Classé were also on the market.

News
17/05/2023

Press Release
15/05/2023

News
10/05/2023
While market participants brace themselves for a recession that is yet to unfold, few are preparing for a long protracted one or the eventuality of a mild, shallow recovery. Investors contemplating both: long recession and a shallow recovery are a rarity. Our conviction is that equity markets will need more patience to recover than most investors are willing to make room for.