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Technology and sovereignty: rearming European active management!

Monthly Newsletter

28/05/2025

Technology and sovereignty: rearming European active management!

Michel Saugné, CIO, La Financière de l’Échiquier (LFDE) May 2025 At a time when European sovereignty has become a strategic...

A new golden age?

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...

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:...

Prosper first for common prosperity
Civil war

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...

Monthly Newsletter

25/11/2024

Biodiversity, 10,000 billion opportunities

By Luc Olivier, Fund Manager, La Financière de l’Echiquier (LFDE) | November 2024 As COP 16 draws to a close in...

Biodiversity, 10,000 billion opportunities
Year of the Dragon: the Return?

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...

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)...

An orderly return to normal
Tequila Sunrise

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...

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...

Back to basics for bonds
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...

Monthly Newsletter

15/03/2024

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