Loader image
Alexis Bienvenu
Sow the wind

Sow the wind

The most assured dogmas of recent decades on economic and political governance are rapidly crumbling, buffeted by the wave of...

Donald Musk vs Elon Trump

Donald Musk vs Elon Trump

Markets were extremely pleased by the election of Donald Musk at the beginning of November but are now starting to...

Crypto Empire

Up nearly 50% in a single month[1]! Bitcoin is celebrating Trump’s victory, one of its most prominent advocates. With the...

Crypto Empire
Burn, baby! Burn!

Burn, baby! Burn!

The election of Donald Trump is fanning the fires on all fronts: politics, society, the stock markets… The economy and...

Too much or too little?

If we are to believe central bankers in the West, inflation is on track for the 2% target. For this...

Too much or too little?
Year of the Dragon: the Return?

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...

Amid global clashes, automotive stocks are crashing

Stellantis – a galaxy of 14 brands, including Peugeot, Alfa Romeo, Chrysler and Maserati – has seen its share price...

Amid global clashes, automotive stocks are crashing
Will rate cuts save the economy?

Will rate cuts save the economy?

A new cycle of rate cuts has started across the entire world. The European Central Bank (ECB) has just cut...

Softly, softly

Long awaited and perpetually postponed, this time they look to be imminent – key rate cuts by the US Federal...

Softly, softly
Protecting potential

Protecting potential

2024 is an election year across the world, but the results are far from homogeneous. In the UK, the Labour...

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...

Back to basics for bonds