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Bye Bye 2023

[#ONEwithyou] Bye Bye 2023

As the year draws to a close, we would like to extend our warmest wishes to you and your loved ONEs.

Take a look at our year-end video and deep-dive into our hopes and wishes for 2024.

We wish you a joyous holiday season and a prosperous New Year filled with love and peace.

Best wishes,

#TakeCareOfYourLovedONEs

Macro

Economic data validate Fed’s plans

Defying predictions of any sort of landing, the US economy continues to fly at high altitude.
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Investment

Portefeuilles indiciels : Quand la simplicité cache des défis majeurs

La gestion indicielle a conquis les investisseurs institutionnels avec ses promesses tenues d’efficacité à moindre coût, mais derrière ces bénéfices se cachent des défis souvent ...
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Macro

Money rates fall, bond yields rise

The Fed's decision to start the cycle with a bold move has led to a further steepening of the yield curve.
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Corporate Social Responsibility

Sustainability and determination

One of the key factors in the success of a sustainability approach is the definition of a long-term strategy, which is the result of strong ...
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Macro

Nick and Greg blur the lines

Perceived as the Fed's informal transmission channels, two journalists reverse expectations
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Macro

Goldilocks is alive and kicking

US macroeconomic environment still too favourable to justify large and rapid rate cuts.
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Macro

Silent approval or wrong signal?

Jerome Powell made no attempt to contradict expectations of rapid and large interest rate cuts.
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Corporate Social Responsibility

Sustainability and agility

Being agile means knowing how to react quickly and efficiently to change, while limiting the negative impacts.
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Macro

The fire is out, but uncertainty remains

Expectations of rapid and substantial cuts by the US Federal Reserve remain questionable.
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Macro

When panic overturns euphoria…

Investors' pathological mimetism sometimes leads to dramatic regime changes.
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