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From the “end of history” to “history without end”

Monthly Newsletter

23/06/2025

From the “end of history” to “history without end”

Michel Saugné, CIO, La Financière de l’Échiquier (LFDE) │June 2025 The world of yesterday, the era of happy globalisation, seems to...

Technology and sovereignty: rearming European active management!

Monthly Newsletter

28/05/2025

Technology and sovereignty: rearming European active management!

Michel Saugné, CIO, La Financière de l’Échiquier (LFDE) May 2025 At a time when European sovereignty has become a strategic...

Monthly Newsletter

22/04/2025

A new golden age?

Gold is glittering – it has risen 25% since the start of the year, topping USD 3,300 per ounce on...

A new golden age?
Prosper first for common prosperity

Monthly Newsletter

18/03/2025

Prosper first for common prosperity

In August 2021, in the midst of the Covid crisis, the Chinese president revived a phrase dating back to 1953:...

Monthly Newsletter

19/02/2025

Civil war

Olivier de Berranger, CEO, La Financière de l’Échiquier (LFDE) | February 2025 In response to the Thirty Years’ War, Richelieu...

Civil war
Biodiversity, 10,000 billion opportunities

Monthly Newsletter

25/11/2024

Biodiversity, 10,000 billion opportunities

By Luc Olivier, Fund Manager, La Financière de l’Echiquier (LFDE) | November 2024 As COP 16 draws to a close in...

Monthly Newsletter

17/10/2024

Year of the Dragon: the Return?

By Alexis Bienvenu, Fund Manager, La Financière de l’Échiquier (LFDE) | October 2024 A civilization four thousand years old has...

Year of the Dragon: the Return?
An orderly return to normal

Monthly Newsletter

17/09/2024

An orderly return to normal

By Olivier de Berranger, Deputy Chief Executive Officer and CIO, and Enguerrand Artaz, Fund Manager, La Financière de l’Echiquier (LFDE)...

Monthly Newsletter

18/07/2024

Tequila Sunrise

Written by David Ross, CFA, International Equity Manager, La Financière de l’Echiquier (LFDE) | July 2024 Why should investors look...

Tequila Sunrise
Back to basics for bonds

Monthly Newsletter

20/06/2024

Back to basics for bonds

By Alexis Bienvenu, Fund Manager, La Financière de l’Echiquier (LFDE) | June 2024 A long-dormant source of yield is now...

Monthly Newsletter

18/04/2024

The bitter taste of cocoa

Cocoa has smashed its all-time records. At the beginning of April, the cocoa futures contract topped 10,000 dollars per tonne...

The bitter taste of cocoa