Category: Investment flash

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 [...]

Equity markets will end the year barely higher than their late September levels, but against a backdrop of significant quarterly volatility and uncertainty surrounding the risks of a slowdown and a rebound in inflation in Q1 2026. The prospects for rate cuts are [...] Expected rate cuts and high valuations Discover our Investment Flash down [...]

The ECB's change of course, which interrupts its cycle of easing, is altering the configuration of the interest rate markets. The consensus that yields would continue to fall has disappeared. Eurozone sovereign yields are [...] ECB decision wipes out prospects for capital gains Discover our Investment Flash down below: Read more To make sure you [...]

In the current context of economic stagnation, the BoE is preparing to change its policy. Considered restrictive, with the key interest rate higher than inflation, creating a high real rate that slows down activity, it will have to quickly adjust its message by indicating that the [...] The BoE will lower its rates faster than [...]

The SNB is now facing the reality of a decline in growth. The shock of US tariffs caused a proven contraction in GDP of -0.5% in Q3, while uncertainty continues to push investors towards the CHF. The strength of our currency is [...] The collapse of GDP and deflation will push the SNB into action [...]

Tech giants have already announced massive loans of nearly $250 billion to finance their AI-related development in 2025. This is almost as much as the last three years combined, even as doubts are [...] Creditors are concerned and are already protecting their loans. Discover our Investment Flash down below: Read more To make sure you [...]

The euphoric era of “Beta” (2023-2024), when good news for NVIDIA boosted the entire sector, is over. 2026 will be the era of “Alpha,” the era of “The Great Sorting.” Investors will no longer buy into “AI” as a concept; they will [...] From Beta to Alpha, a new way to invest in AI Discover [...]

Since the beginning of the year, agricultural products have not been performing well, with most of them recording negative trends. However, now may be the time to take another look at them, following massive corrections from their previous [...] Likely reversal of net non-commercial positions Discover our Investment Flash down below: Read more To make [...]