Dynagest by ONE: 30 ans à se concentrer sur la gestion des risques de marchés pour des investisseurs institutionnels. Alexandre Kuhn, l’un de ses fondateurs, revient sur cette belle aventure promise encore à quelques prolongements.
The hawks are sleepy, the vigilantes are waking up
François Christen
30 Ottobre 2024
The Federal Reserve's dovish stance and the prospect of a Donald Trump victory undermine bonds.
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Sustainability and integrity
Audrey Cauchet
25 Ottobre 2024
At a time when the risk of greenwashing is coming under increasing scrutiny from supervisory authorities, particularly in the financial sector, there is no denying ...
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Economic data validate Fed’s plans
François Christen
9 Ottobre 2024
Defying predictions of any sort of landing, the US economy continues to fly at high altitude.
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Portefeuilles indiciels : Quand la simplicité cache des défis majeurs
Aymeric Converset
2 Ottobre 2024
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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Money rates fall, bond yields rise
François Christen
25 Settembre 2024
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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Sustainability and determination
Audrey Cauchet
20 Settembre 2024
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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Nick and Greg blur the lines
François Christen
19 Settembre 2024
Perceived as the Fed's informal transmission channels, two journalists reverse expectations
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Goldilocks is alive and kicking
François Christen
4 Settembre 2024
US macroeconomic environment still too favourable to justify large and rapid rate cuts.
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Silent approval or wrong signal?
François Christen
29 Agosto 2024
Jerome Powell made no attempt to contradict expectations of rapid and large interest rate cuts.
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Sustainability and agility
Audrey Cauchet
19 Agosto 2024
Being agile means knowing how to react quickly and efficiently to change, while limiting the negative impacts.
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