Category: Investment flash

While the price of a barrel of WTI has just hit a short-term low of around $69 following the memorandum of understanding in the Middle East, we believe this low represents a buying opportunity and that prices will rebound by the start of the new school year. Our average forecast of $85–$90 for the full [...]

Following the correction in gold (-25%) and silver (-45%), we believe the consolidation over the past few months has helped clear out the excesses from January. The fundamental landscape is taking a positive turn, with several geopolitical, technical, and macroeconomic catalysts now [...] The fundamental and technical landscape has improved significantly Discover our Investment Flash [...]

The probability of an El Niño episode in 2026 is rising sharply according to leading international meteorological agencies. Historically, this phenomenon is associated with disruptions to rainfall patterns in Asia and Latin America, with potential consequences [...] Rising tensions on commodities Discover our Investment Flash down below: Read more To make sure you don't miss [...]

This week’s release of the U.S. price indexes for the month of April confirms fears of a trend reversal on the inflation front. These statistics, though expected to rise, nonetheless surprised forecasters, particularly due to [...] A game changer for monetary policies and markets Discover our Investment Flash down below: Read more To make sure [...]

It has now been nearly two months since the conflict between the United States, Israel, and Iran erupted, causing a major disruption in trade flows. This situation has led to a sharp rise in oil prices as well as tensions in [...] The AI value chain is becoming increasingly dependent on industrial factors Discover our [...]

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 [...]