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Prosper first for common prosperity

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:...

Civil war

Civil war

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

Is contrarianism set to make a comeback?

Michel Saugné, CIO and Enguerrand Artaz, Fund Manager, La Financière de l’Échiquier (LFDE) | January 2025   In markets as in...

Is contrarianism set to make a comeback?
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...

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)...

An orderly return to normal
Tequila Sunrise

Tequila Sunrise

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

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
The bitter taste of cocoa

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 birth of the Marvellous Three

This month’s Editorial by Olivier de Berranger, Chief Executive Officer and CIO, and Adrien Bommelaer, Fund Manager, La Financière de...

The birth of the Marvellous Three
AI - The Story of an Ascent

AI - The Story of an Ascent

The steam engine was patented in England in 1769. But it took almost a century for its impact on America’s...

The world heads to the polls

Capital markets brought their customary set of surprises in 2023. With the exception of China, nearly all the world’s stock...

The world heads to the polls