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Monthly Newsletter

22/04/2025

A new golden age?

Gold is glittering – it has risen 25% since the start of the year, topping USD 3,300 per ounce on...

A new golden age?
Prosper first for common prosperity

Monthly Newsletter

18/03/2025

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:...

Monthly Newsletter

19/02/2025

Civil war

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

Civil war
Is contrarianism set to make a comeback?

Monthly Newsletter

23/01/2025

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...

Monthly Newsletter

17/10/2024

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...

Year of the Dragon: the Return?
An orderly return to normal

Monthly Newsletter

17/09/2024

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)...

Monthly Newsletter

18/07/2024

Tequila Sunrise

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

Tequila Sunrise
Back to basics for bonds

Monthly Newsletter

20/06/2024

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...