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Review of the 1st quarter 2024

Review of the 1st quarter 2024

Pierre Puybasset, spokesman of the fund management team, takes stock of the first quarter and shares the management team’s vision...

Market news - Echiquier Positive Impact Europe

Market news - Echiquier Positive Impact Europe

Despite a difficult environment for the impact segment, 2023 proved to be a good year for the Echiquier Positive Impact...

Young people in the US labour force – caught between a rock and a hard place

For a number of months, US employment has taken a clear turn for the worse, having been at record levels...

Young people in the US labour force – caught between a rock and a hard place
Good COP or bad COP?

Good COP or bad COP?

The 28th Conference of the Parties (or COP28) being held in Dubai from 30 November to 12 December promises some daunting negotiations....

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?
Giants with feet of clay?

Giants with feet of clay?

86%: this is the share of S&P 500 performance (excluding dividends) realised this year by the “magnificent seven” – Alphabet, Amazon, Apple,...

Market news - Echiquier Hybrid Bonds - September 2023

After a particularly complicated year for bond markets in 2022, Echiquier Hybrid Bonds fund proved more resilient than its universe...

Market news  - Echiquier Hybrid Bonds - September 2023
Market news - Small & Mid Caps

Market news - Small & Mid Caps

In this video, José Berros, Fund Manager, shares the management team’s views and outlook for the asset class. 

The dollar, a strong currency

The dollar is strong only against those currencies whose central banks were slow to fight inflation. For example, Brazil started...

The dollar, a strong currency
Rebound in Small- & Mid-Caps?

Rebound in Small- & Mid-Caps?

We’re seeing a paradigm shift. Long rates are beginning to ease and are giving the equity markets—particularly small- and mid-cap...

Market Review - Fourth quarter summary

After a turbulent year punctuated by the vagaries of epidemics, inflation, China and sectoral shifts, the markets finally ended 2021...

Market Review - Fourth quarter summary