Latest News

Some of our investment ideas

Investisseur

Fixed income. Investors are misreading the BBB space risks

Date: 23 May, 2019
The recession fears and the absence of a trade agreement have raised the risk aversion. This has led to a. . . . Read More
Amérique du Sud

Currencies. High dispersion amongst South American currencies

Date: 16 May, 2019
Higher risk aversion and a stronger USD caused recently a persistent LATAM currencies’ weakness. They have erased all their January. . . . Read More
FoMO

FoMO alert ?

Date: 9 May, 2019
Markets’ underlying mechanisms Traditional finance, based on the hypothesis of efficient markets and statistical optimization, suggests that markets trend has. . . . Read More
Silk Road

Equities. “You can do it”

Date: 2 May, 2019
It did it. The S&P 500 broke out its resistance and is entering into new territory; the S&P 500 has. . . . Read More
5G mobile

“The race to 5G is a race America must win.”

Date: 29 April, 2019
Trump said : "It's race that we will win". We set up a new basket on the 5G theme, again focused. . . . Read More