Germany’s triple shift: A major change for Europe
The conflict in Ukraine has triggered a threefold shift in Germany: military, energy and fiscal. This dramatic political reversal will have major implications for Europe. 24 February 2022, the day…
M Sport Solutions SRI celebrates its 2nd year
M Sport Solutions SRI, a thematic equity fund with the objective of investing in international companies fully exposed to the sport and wellness sectors, is celebrating its second year. The…
The triangle of uncertainty
Disrupted supply, hesitant demand, political tensions and fractures, this triangle of uncertainty has plunged the markets into doubt. Could everything change quickly? After a historic performance in 2021 with a…
The time of fragmentations
The pandemic is back, and central banks are looking for the right balance, but fragmentation is dominating. To the point of calling into question the announced monetary tightening?Since the beginning…
Hidden Gem and future winners
Great European Models (Gems) offer a tantalising glimpse of long-term future profits Why has economic profit/loss become more skewed to certain companies in the last 20 years? It’s a natural…