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Alexis Bienvenu
Protecting potential

Protecting potential

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

Back to basics for bonds

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...

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...

French actors, Italian script – how far can we fall?
Protection at any price?

Protection at any price?

In both Europe and the US, a cry has gone up in this year of elections – protect us! Against...

Borders to growth

The strength of the US economy has been a constant source of surprise in recent years: after solid growth of...

Borders to growth
The bitter taste of cocoa

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...

Sunny intervals over the UK

Many a time, the UK has shown itself resilient after flirting with collapse. Will this again be the case in...

Sunny intervals over the UK
Waging financial warfare

Waging financial warfare

His tone was sombre, his gaze determined, and the audience was awash with military decorations. In his New Year address...

Virtual investments

On the face of it, nothing is more tangible and robust than real estate: it offers utility, income, a regulated...

Virtual investments
The US – ahead of the pack

The US – ahead of the pack

The strength of US equities is bewildering – as at 15 February 2024, the S&P 500 is already up by close to 6%...

The Chinese patient

There’s no stopping the fall in Chinese equities. In 2023, the MSCI China lost 14% in euro terms, continuing the...

The Chinese patient