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Investment Letter - October 2024

Investment Strategy

Investment Letter - October 2024

14/10/2024

By Sébastien Cavernes, CIO Edmond de Rothschild Gestion (Monaco).

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Market Flash: The spotlight is back on the US inflation

Market Analysis

Market Flash: The spotlight is back on the US inflation

11/10/2024

- Recent US data indicates robust economic activity and persistent inflation.
- In France, the ambitious budget proposal is causing concern among investors.
- In China, equity markets are experiencing a consolidation phase following significant gains in recent weeks.

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Market Flash: A high-tension start to the quarter

Market Analysis

Market Flash: A high-tension start to the quarter

04/10/2024

- Tensions in the Middle East have led to a surge in oil prices.
- Jerome Powell confirmed that the Fed plans two rate cuts by the end of the year.
- The eurozone is under pressure due to warnings in the automotive sector and announcements of tax increases in France and Italy.

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Market Flash: China in search for a fresh impetus

News

Market Flash: China in search for a fresh impetus

27/09/2024

 - China unveiled a bigger-than-expected stimulus programme.
 - This week’s US data continued to reflect buoyant growth.
 - In the eurozone, doubts are increasingly settling over the sustainability of growth.

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Video: Outlook & Convictions September 2024

News

Video: Outlook & Convictions September 2024

26/09/2024

Benjamin Melman, our Global CIO AM, shares his insights and key strategies for the coming months.

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Hybrid Infrastructures in Europe: a new promising investment horizon

Expert Interview

Hybrid Infrastructures in Europe: a new promising investment horizon

20/09/2024

Interview with François-Xavier Vucekovic, CIO, Edmond de Rothschild Private Equity, Jean-François Marco, Partner, TIIC and Manuel Cary, Partner, Managing Director, TIIC.

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Market flash : The FED makes the soft landing scenario credible

Market Analysis

Market flash : The FED makes the soft landing scenario credible

20/09/2024

 - The Fed cut its rates by 50 bp at the meeting on 18th September.
 - The Bank of England chose to leave rates unchanged due to underlying inflation.
 - Data in China confirmed that domestic and foreign demand was being hindered by structural factors.

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Edmond de Rothschild strengthens its presence in Belgium by opening a new office in Sint-Martens-Latem

Press Release

Edmond de Rothschild strengthens its presence in Belgium by opening a new office in Sint-Martens-Latem

19/09/2024

Edmond de Rothschild announces the opening of an office in the Ghent region, its third location in Belgium, consolidating its strategy of expanding in regions with high economic potential.

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Edmond de Rothschild Corporate Finance advises the shareholders of the Syneido Group.

Press Release

Edmond de Rothschild Corporate Finance advises the shareholders of the Syneido Group.

16/09/2024

Edmond de Rothschild Corporate Finance advises the shareholders of the Syneido Group on the restructuring of its capital, highlighted by the minority stake acquisition by Nord Capital Investissement and FCPR PME et Territoire, alongside Re-Sources Capital, which is reinvesting through FPCI Re-Sources 4 in this new round of financing.

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Edmond de Rothschild REIM appoints Lennart Weinhold as Managing Director in the real estate debt team

Press Release

Edmond de Rothschild REIM appoints Lennart Weinhold as Managing Director in the real estate debt team

16/09/2024

Edmond de Rothschild Real Estate Investment Management (REIM) announces that it has appointed Lennart Weinhold as Managing Director in the Real Estate Debt team, effective September 16, 2024.

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Letter from the CIO AM : What has happened to the market upside?

Market Analysis

Letter from the CIO AM : What has happened to the market upside?

13/09/2024

Last May, our overweight was focused on both US and European equities, with a preference for the Big Data, healthcare and European small caps sectors. On the fixed income markets, we decided to maintain our overweight, especially as oil prices had begun a downward correction that weighed on inflation expectations. At present, signs of economic weakness are multiplying in most G20 countries.

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Market flash: Central banks keep investors guessing

Market Analysis

Market flash: Central banks keep investors guessing

13/09/2024

 - There has rarely been so much uncertainty over central bank intentions.
 - Recession risks have risen sharply.
 - Significant doubts about central bank responses and the uncertain outcome of the U.S. election have led us to tactically reduce risk in equity markets.

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