Asset allocation 1 septembre Asset management

An economic recovery appears to be gathering pace: emerging market stocks and some cyclical sectors look more attractive

Macroéconomie Wealth management

Fed chairman signals toleration for higher inflation beyond traditional 2% target

Mégatendances Asset management

China is well placed to lead a reinvigorated digital revolution in the post-Covid world

Revenu fixe Wealth management

With nearly a trillion euro of bonds potentially in issue by 2024, the EU has created a deep, liquid and highly investable market

Mégatendances Asset management

For Nestlé, putting sustainability at the heart of business is a long and complex process but a rewarding one

Allocation d’actifs Asset management

Europe appears in better shape than the US; we raise consumer staples to overweight and cut financials

Macroéconomie 5 août Wealth management

Au vu des indicateurs de haute fréquence et du PIB du deuxième trimestre, nous revoyons nos prévisions de croissance pour la zone euro

Marchés 4 août Wealth management

Selon notre scénario central, les taux des bons du Trésor à 10 ans devraient rester bas pendant une bonne partie de l’année 2021