Investment letter – December 2022
November started with the Fed potentially signalling its last 75bps interest rate hike. With the upper bound at 4%.
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November started with the Fed potentially signalling its last 75bps interest rate hike. With the upper bound at 4%.
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Vernissage des œuvres de KIMO le 16 novembre 2022, une soirée colorée en présence de l'artiste! André Bordet alias KIMO est un artiste peintre contemporain autodidacte, installé en Savoie, France. Il…
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As another volatile month draws to an end, the only certainty we have seems to be that the transition from 2022 to 2023 looks set to be a period of still uncomfortably
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Nous avons eu le plaisir d'exposer les œuvres d’Emmanuel Sogbadji, le 3 novembre 2022, une belle soirée en présence de l'artiste. Bien que plasticien spécialisé sur le bronze…
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Inflation was, again, the biggest worry macro-wise throughout September.
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The sharp summer equity markets’ rally seems to have peaked this month as investors readjust to a bleak underlying macro reality.
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The deterioration in leading growth indicators continued in July, with US and European manufacturing and services surveys missing to the downside and sliding further.
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The deterioration in leading growth indicators accelerated in June, with US and European manufacturing and services surveys missing to the downside and sliding towards 50.
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The inflation outlook continues to dominate financial markets’ narrative.
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Un beau moment de convivialité et de partage aux Ruches de Stéphanie pour découvrir l’univers passionnant des abeilles en compagnie de Stéphanie Vuadens. Suivi d’une…
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