Analysis: Must Read

European equities: Why is the valuation discount a problem?

It's no news that European equities are outperforming their American peers. Financial professionals have published countless charts on the subject. And companies on the Old Continent are paying the...

Why President Trump will be more pragmatic than candidate Trump

Since his first presidency, Donald Trump has always kept a close eye on stock market index levels, making them a barometer of his actions. This concern should encourage him to be pragmatic in his...

US interest rates: Why is the 5% threshold causing stocks to tremble?

Since the Fed began its rate-cutting cycle last September, rates have risen steadily, approaching 5%. A painful level for equity markets. Between the pace of growth, inflation and the abysmal deficit,...

The profit bubble or why this time it's really different

Since October 2022, the US equity market has risen by over 60%. This impressive rise is largely due to the performance of the magnificent 7. A handful of stocks whose dominant position has enabled...

UK labour market upsets Prime Minister's plans

Elected this year, Keir Starmer's government faces a major challenge. Despite the Prime Minister's many economic promises, the latest employment reports reveal a worrying situation for Britain.

France's borrowing rates: Let's put things into perspective

For the past few days, journalists, politicians and influencers everywhere have been echoing the sensational news.

Macroeconomy: What's the outlook?

In recent months, the financial markets have been marked by a series of significant macroeconomic events that have shaped the financial markets. The election of Donald Trump has accentuated trends...

Economy: What scares investors most?

Geopolitical rivalries, particularly the looming trade battles between the USA and China, now outweigh inflation as the main concern of sovereign wealth funds and central banks managing some $22...

50 billion dollars - What US insurers pocketed for fictitious illnesses

UnitedHealth, Humana and Cigna Group are accused of falsely diagnosing illnesses in order to reap billions of dollars in additional payments from the Medicare program. Let's take a look at the...

Averaging down: Is it a good idea?

When the price of a share falls sharply, it can be tempting to buy it back. But is downward averaging really a good idea? Only in certain cases, because more often than not, it's a mistake that's...

The frequency illusion: What are the investment risks?

In finance, as in everyday life, it's vital to be aware of the cognitive and psychological biases that influence us, and to try to avoid them. Among these biases, let's take a look today at the...

TikTok: A thorn in the side

TikTok irritates institutions. European Union bodies, the French, Taiwanese, Canadian, New Zealand and Australian governments, several US states, US federal authorities and many more have banned their...

IPOs: 2024 should be a vintage year

The number of IPOs and the amounts raised by start-ups are closely scrutinized every year by stock market commentators, who see them as a true indicator of the pulse of the markets. After two years of...

Behind the numbers - $197 billion, that's Bernard Arnault's estimated fortune

With a fortune estimated by Bloomberg at $197 billion at the end of February, Bernard Arnault, the head of LVMH, is the 3rd richest man in the world. Dive into the world of luxury! The...

Goldman Sachs no longer believes in a May rate cut

Analysts at Goldman Sachs no longer expect a cut in US interest rates in May and forecast four 25bp cuts this year, with policymakers' rhetoric suggesting they are in no hurry to ease policy.

A war for AI talent in the banking sector

After companies in tech, industry, supply chain and medicine, AI continues to conquer the banking sector. The problem is, there isn't enough talent to go around.

Guy Spier's 8 investment rules

Born in South Africa in 1966, Guy Spier is a renowned investor and manager of the Aquamarine fund. A close friend of Mohnish Pabrai, the famous Indo-American investor, he, like Pabrai, was inspired by...

The price of money has been falling for 700 years: True or False?

A study unveiled by Paul Schmelzing, carried out for the Bank of England, suggests that one asset has been on a steady downward trend for 700 years. That asset is the price of money, in other words,...

Logistics: IPOs back in force?

Logistics players, the darlings of the pandemic, underwent violent normalization in the months following the supply bottlenecks. Now that supply chains are back to normal, several groups are eyeing...