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overview.opinion
Investissement
18 juin 2024
Value investing is dead, long live value investing
A company’s human capital is difficult to value, but the art of attracting and retaining talent is…
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Investissement
17 juin 2024
Vive la France!
The European election results have sent shockwaves through traditional media and financial markets…
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Opinion
12 juin 2024
The EU risks becoming an open-air museum
While tourists flock to locations steeped in history, investors take the opposite approach; they…
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Investissement
10 juin 2024
Finally, a stir
The stock markets have had a fantastic rally. And while I am all for rising prices, it has also been…
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Opinion
4 juin 2024
More market, less government
There have been many criticisms of capitalism in recent years. These were mainly attempts to get rid…
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Investissement
3 juin 2024
House prices defy predictions
US house prices have climbed over 6% in the past year, pushing the value of homes nearly 3% above…
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Secteur
31 mai 2024
AI in investment services: A double-edged sword
Artificial intelligence (AI) is reshaping the financial landscape with promises of efficiency…
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Opinion
29 mai 2024
Seeing northern lights? Almost as rare as an ECB interest rate shift
Imagine standing in the Dutch polder, gazing at a sky illuminated by the ethereal northern lights…
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Opinion
22 mai 2024
New Esma opinion redrafts Eltif provisions on liquidity and LMTs
Ever since the European Securities and Markets Authority, Esma, published its final report on the…
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Opinion
21 mai 2024
Where is the recession?
In recent months, there has been a notable absence of discourse surrounding the prospect of a…
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Most recent
Investissement
FMI : la géopolitique pourrait faire perdre 1 % par mois aux actions
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Répartition des actifs
Lynda Schweitzer (Loomis Sayles) maintient sa stratégie sur la duration
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Opinion
Les 100 premiers jours
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Panel d'experts
Morningstar – dette des marchés émergents : Neuberger Berman et Pimco
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Investissement
Avec l’IA, l’investisseur gagne un collègue numérique
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