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Tequila Sunrise

Tequila Sunrise

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

One record after another

One record after another

Stock market commentators are having a field day reporting on new records. Whether it’s the CAC 40 or the S&P...

Update on... Echiquier Positive Impact Europe | July 2024

Adrien Bommelaer, Paul Merle and Luc Olivier, CFA, Fund Managers of Echiquier Positive Impact Europe, La Financière de l’Echiquier Echiquier...

Update on... Echiquier Positive Impact Europe | July 2024
Protecting potential

Protecting potential

2024 is an election year across the world, but the results are far from homogeneous. In the UK, the Labour...

A spoke in the wheel of the US economy

It has rarely been so difficult for US households to purchase a property. Indices measuring access to property – of...

A spoke in the wheel of the US economy
After the rain comes the sunshine?

After the rain comes the sunshine?

More than half the world’s population will be called to the polls in 2024. Initial election results have often provoked...

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...

Back to basics for bonds
French actors, Italian script – how far can we fall?

French actors, Italian script – how far can we fall?

Since the announcement of the dissolution of the French National Assembly on 9 June, the French market has seen a...

Update on... Echiquier Hybrid Bonds | June 2024

Uriel Saragusti, Matthieu Durandeau, Aurélien Jacquot, CFA, Fund Managers for Echiquier Hybrid Bonds, La Financière de l’Echiquier Echiquier Hybrid Bonds...

Update on... Echiquier Hybrid Bonds | June 2024
A close look at PFASs

A close look at PFASs

Luc Olivier, CFA, Manager, La Financière de l’Échiquier PFAS is an acronym behind which hide chemical molecules also known as...

The first phase of the waltz

At the end of March, the Swiss National Bank inaugurated the ball on interest rate cuts, before being joined, at...

The first phase of the waltz