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Tequila Sunrise

Monthly Newsletter

18/07/2024

Tequila Sunrise

Written by David Ross, CFA, International Equity Manager, La Financière de l’Echiquier (LFDE) | July 2024 Why should investors look...

Back to basics for bonds

Monthly Newsletter

20/06/2024

Back to basics for bonds

By Alexis Bienvenu, Fund Manager, La Financière de l’Echiquier (LFDE) | June 2024 A long-dormant source of yield is now...

Monthly Newsletter

18/04/2024

The bitter taste of cocoa

Cocoa has smashed its all-time records. At the beginning of April, the cocoa futures contract topped 10,000 dollars per tonne...

The bitter taste of cocoa
The birth of the Marvellous Three

Monthly Newsletter

15/03/2024

The birth of the Marvellous Three

This month’s Editorial by Olivier de Berranger, Chief Executive Officer and CIO, and Adrien Bommelaer, Fund Manager, La Financière de...

Monthly Newsletter

15/02/2024

AI - The Story of an Ascent

The steam engine was patented in England in 1769. But it took almost a century for its impact on America’s...

AI - The Story of an Ascent
The world heads to the polls

Monthly Newsletter

17/01/2024

The world heads to the polls

Capital markets brought their customary set of surprises in 2023. With the exception of China, nearly all the world’s stock...

Monthly Newsletter

22/12/2023

In search of yield

After a long period in the wilderness, the bond market is regaining its appeal. The return to favour of this...

In search of yield
As the water flows

Monthly Newsletter

16/11/2023

As the water flows

Each year, 8 million visitors admire the Louvre’s masterpieces, preserved thanks to one of the world’s largest district cooling systems,...

Monthly Newsletter

18/10/2023

Rates restored

A new era of abundance is upon us. Not, alas, in political, social, environmental or even economic terms. Rather, it...

Rates restored
Cosmic challenges

Monthly Newsletter

14/09/2023

Cosmic challenges

The ultimate extension of the world of investment, the space ecosystem is bubbling with technological, geostrategic and economic challenges. The...

Monthly Newsletter

19/07/2023

Recession?

The resilience of the global economy, and particularly that of the G7 countries other than the United Kingdom, was surprising...

Recession?