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Hormuz: the bottleneck and the supply chain

Hormuz: the bottleneck and the supply chain

It is not only ships laden with oil, gas or industrial products that pass through the Strait of Hormuz. It...

And in the end, is it China that wins?

And in the end, is it China that wins?

It would be hard to find a more striking contrast in the way the conflict in Iran is being managed....

TACO without flavour

The acronym TACO, standing for ‘Trump Always Chicken Out[1] ’, emerged in the summer of 2024 to describe the Republican...

TACO without flavour
LFDE Europe: merging our local LinkedIn pages

LFDE Europe: merging our local LinkedIn pages

The “LFDE Europe” LinkedIn page brings together official communications of our local entities, including LFDE Switzerland, LFDE Italy, LFDE Germany...

The central banks’ dilemma

The surge in energy prices has quickly brought to mind a term synonymous with a highly unfavourable environment for the...

The central banks’ dilemma
Update on... Echiquier Space - March 2026

Update on... Echiquier Space - March 2026

Stephane Nières-Tavernier, Head of Technology and Fund Manager, Christophe Pouchoy, Fund Manager, and Alicia Daurignac, Analyst and Fund Manager, Echiquier...

The future will be electric!

Pierre Schang, Co-Head of Impact & Environment and Fund Manager, LFDE | March 2026 While the world has been steadily...

The future will be electric!
A turbulent oil market

A turbulent oil market

The United States is awash with oil. It is, by far, the world’s leading oil producer: over 21 million barrels...

Transition: America’s energy revolution

Pierre Schang, Fund Manager, and Jisia Ranaivosoa, Fund Manager/Analyst, LFDE | February 2026   Despite the United States’ formal withdrawal...

Transition: America’s energy revolution
How can AI be a high-potential investment opportunity?

How can AI be a high-potential investment opportunity?

AI-related technologies can have a considerable impact on productivity, but also on business models and the future competitiveness of companies....

A solid backdrop

Operation Epic Fury, launched by the United States and Israel against the Iranian regime, has reshuffled the deck on the...

A solid backdrop