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Alexis Bienvenu
Meiji Magic

Meiji Magic

All developed markets are currently preoccupied with identifying the losers of AI. All of them? Not quite: one market is...

The power of the golden egg

The power of the golden egg

According to Hindu mythology, the universe was born from a golden egg, shining like the sun. Thus, gold radiates all...

The Kospi-pop wave

A recently impeached president facing the death penalty; a tradition of presidents convicted of corruption, then pardoned by new leaders...

The Kospi-pop wave
Happy 2036!

Happy 2036!

Financial forecasts for 2026 – if not as much use as a chocolate teapot – will soon prove out of...

Tokenisation: apprehension or opportunity?

Which asset class has grown by 118% since the beginning of 2025? No, not gold – although its value has...

Tokenisation: apprehension or opportunity?
The demographic winter: watch out for slippery financial conditions

The demographic winter: watch out for slippery financial conditions

France should be ready “to lose its children” in the event of an armed conflict, according to the Chief of...

Supreme blow?

5 November was a strange day on equity markets – the stocks that had been hardest hit by US trade tariffs...

Supreme blow?
All that glitters is not gold

All that glitters is not gold

Good or bad news? The answer to this depends on whether we are assessing the causes or the outcomes, but...

Mission impossible ?

Alexis Bienvenu, Fund Manager, La Financière de l’Échiquier (LFDE) | October 2025 Central banks are questioning their purpose. In Europe,...

Mission impossible ?
Payer cher, une bonne idée ?

Payer cher, une bonne idée ?

Les records enregistrés presque chaque jour par les actions mondiales, et plus encore les progressions stratosphériques de certains titres emblématiques...

A united front against the United States

With its status as the world’s leading power threatened by China’s steady rise, the United States elected a president who...

A united front against the United States