Market Analysis
Market Flash: A slowdown is taking shape in the US
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
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.

News
10/05/2023
In 2021 we learnt of the “Great Resignation” in the United States, a powerful trend that saw millions of workers choose not to return to work after the Covid lockdowns, a growing number of resignations and as a result, the first recruitment difficulties for companies.

Market Analysis
25/04/2023
The credit market currently offers interesting opportunities despite a volatile environment, and a target maturity fund seems to us to be a particularly suitable investment solution to benefit from them.

Market Analysis
31/03/2023
First Citizens Bank’s purchase of Silicon Valley Bank’s deposit and loan portfolios allayed the threat of a systemic bank crisis.

Market Analysis
29/03/2023
After the events of the past three weeks in the banking sector, there is nothing to confirm a contagion of the “banking crisis” in the United States, but rather relatively contained tensions for small banks for the time being.