News - Spotlight
Monthly review – April 2024
Summary 1. Editorial: bubble or no bubble? that’s the question… 2. Macro: overly impressive figures? 3. Asset allocation: too early to worry? Editorial : Bubble
Monthly review
Monthly review – April 2024
Summary 1. Editorial: bubble or no bubble? that’s the question… 2. Macro: overly impressive figures? 3. Asset allocation: too early to worry? Editorial : Bubble
Monthly review – March 2024
China and the New World Disorder: Economic Stakes and Strategic Alliances Macro Point National People’s Congress 2024 Source : X In a world marked by
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Corporate
Speech by Philippe Chalmin – Paris Investment Conference
We were delighted to welcome Philippe Chalmin, Commodities Market Specialist & Founder of Cercle Cyclope, to our investment conference in Lyon on September 28, 2023.
Speech by Jean-Claude Trichet – Paris Investment Conference
We were delighted to welcome Jean-Claude Trichet, former President of the European Central Bank and Governor of the Banque de France, to our investment conference
Richelieu Group : Best Wishes 2023
We wish you a happy holiday season and our best wishes for the coming year. https://youtu.be/vYbJnqLNXjc
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Monthly review – April 2024
Summary 1. Editorial: bubble or no bubble? that’s the question… 2. Macro: overly impressive figures? 3. Asset allocation: too early to worry? Editorial : Bubble or not bubble? That is the question… Financial bubbles in stock markets are fascinating phenomena that capture investors’ attention. Defined as a rapid and often
Monthly review – March 2024
China and the New World Disorder: Economic Stakes and Strategic Alliances Macro Point National People’s Congress 2024 Source : X In a world marked by increasing economic uncertainties and heightened geopolitical tensions, China finds itself at a crucial crossroad in its economic development. Despite the challenges posed by the COVID-19
Monthly review – January 2024
2024 : a soft economic landing Macro Point In 2023, GDP growth exceeded expectations, while core inflation fell from 6% in 2022 to 3% in the US, reflecting the effects of aggressive monetary policies and post-COVID normalization. Curiously, the year saw no major shocks affecting supply, demand or world trade, with