Category: Investment flash

Two months ago, we described the decline in the software sector as largely excessive and suggested that selective investments could already be considered. Today, developments over the past [...] From the fear of obsolescence to the reality of monetization Discover our Investment Flash down below: Read more To make sure you don't miss any of [...]

The Strait of Hormuz crisis has pushed short-term crude oil prices above $100/bbl, but our analysis suggests that even a full reopening of the strait in the coming weeks would not resolve the structural deficit that has widened. The aggressive shift by [...] No rapid, widespread recovery in supply following the crisis Discover our Investment [...]

After a 2025 in which gold (+64.5%) and silver (+147.9%) redefined the performance benchmarks for safe-haven assets, Q1 2026 marked the beginning of a much more complex transition phase. While the sector [...] The parabolic rally gives way, but the bull trend continues Discover our Investment Flash down below: Read more To make sure you [...]

The oil shock is reigniting the stagflation scenario, which is becoming increasingly likely. Against a backdrop of economic slowdown and persistent inflation, the consumer staples sector is not only a safe haven but [...] A defensive strategy is essential in the face of rising stagflation risks Discover our Investment Flash down below: Read more To [...]

Following the decline in gold prices (-25%) and gold mining stocks (-30%) in March, we believe new opportunities are emerging. Despite rising input costs, the sector’s [...] Exceptional margins and historically low valuations Discover our Investment Flash down below: Read more To make sure you don't miss any of our publications and have access to [...]

The blockade of the Strait of Hormuz is causing a systemic shock to the fertilizer market, one far more critical than the oil crisis alone. This logistical bottleneck is blocking the export of 33% of the world’s urea and ammonia, creating [...] Rising fertilizer costs, falling yield and price pressure Discover our Investment Flash down [...]

The recent decline of Chinese giants such as Baidu, Alibaba, and JD.com comes amid volatility fueled by dashed hopes for economic recovery and heightened [...] Prospects for substantial price increases Discover our Investment Flash down below: Read more To make sure you don't miss any of our publications and have access to exclusive research, don't [...]

Recent developments in the S&P 500 Media & Entertainment sector have been marked by a fairly clear dichotomy between digital giants such as Meta and Google on the one hand, and [...] Selective repositioning following improved valuations Discover our Investment Flash down below: Read more To make sure you don't miss any of our publications [...]

The massive decline in the US software sector over the past four months seems to us to be greatly exaggerated. The S&P 500 Software & Services Index has [...] Attractive medium-term investment opportunities Discover our Investment Flash down below: Read more To make sure you don't miss any of our publications and have access to [...]

The US intervention in Venezuela could well be a game changer for the dollar. Strategic control of the largest crude oil reserves could significantly affect [...] January 3 could well be a game changer for the USD Discover our Investment Flash down below: Read more To make sure you don't miss any of our publications [...]