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Alexis Bienvenu

Alexis Bienvenu

Alexis est diplômé de l’Ecole Normale Supérieure de Lyon (ex-Fontenay-Saint Cloud), agrégé et docteur en philosophie, titulaire d’une thèse en philosophie des probabilités. En 2006, il devient sélectionneur de fonds et multi-gérant dans le groupe Primonial. En 2018 Alexis a rejoint La Financière de l’Echiquier, où il gère des fonds & mandats d'allocation. En 2021, il devient titulaire du Certificate in ESG Investing délivré par le CFA.

The bitter taste of cocoa

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...

Sunny intervals over the UK

News

10/04/2024

Sunny intervals over the UK

Many a time, the UK has shown itself resilient after flirting with collapse. Will this again be the case in...

News

27/03/2024

Waging financial warfare

His tone was sombre, his gaze determined, and the audience was awash with military decorations. In his New Year address...

Waging financial warfare
Virtual investments

News

06/03/2024

Virtual investments

On the face of it, nothing is more tangible and robust than real estate: it offers utility, income, a regulated...

News

21/02/2024

The US – ahead of the pack

The strength of US equities is bewildering – as at 15 February 2024, the S&P 500 is already up by close to 6%...

The US – ahead of the pack
The Chinese patient

News

24/01/2024

The Chinese patient

There’s no stopping the fall in Chinese equities. In 2023, the MSCI China lost 14% in euro terms, continuing the...

Market news

29/11/2023

Fiscal credibility – the revenge of the South?

The shape of European debt has undergone swift and surprising transformation. For the fourth year in a row, that paragon...

Fiscal credibility – the revenge of the South?
How to whip up inflation – a Japanese recipe

News

08/11/2023

How to whip up inflation – a Japanese recipe

Inflation is still too low. Let’s step on the monetary stimulus, take on more government borrowing and expand the budget...

Monthly Newsletter

16/03/2023

Green Bonds

Are “green” bonds, linked to environmental projects, bringing a “green revolution” to the financial markets? Or are they ultimately just...

Green Bonds
The world after COVID-19

News

07/04/2020

The world after COVID-19

As the COVID-19 pandemic rages with record levels (both highs and lows) of market volatility, it may be healthy for...