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Is Germany the new US?

Is Germany the new US?

The performance of German stocks since the beginning of the year has been impressive. Whilst global equities[1] have risen by...

Space: a strategic role for the defense sector?

Space: a strategic role for the defense sector?

What strategic role does the defense sector play in the growth of the space industry? Historically, military spending has often...

Socrates and trade tariffs

The opening salvo was quick to come. Faithful to the promises given at his inauguration, Donald Trump launched his trade...

Socrates and trade tariffs
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...

The importance of words

The biggest drop in US 10-year yields since the panic at the start of August 2024, the most significant easing...

The importance of words
No moderation

No moderation

After a few days of overindulgence during the year-end celebrations, January is usually a month for sobriety, New Year’s resolutions...

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...

Donald Musk vs Elon Trump
Market news - Tocqueville Global Tech ISR | December 2024

Market news - Tocqueville Global Tech ISR | December 2024

Learn more about the Tocqueville Global Tech ISR fund. What were the main movements in the portfolio ? Stéphane Nières-Tavernier,...

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
The eurozone – risk in France and hope from Germany

The eurozone – risk in France and hope from Germany

As 2024 draws to a close, it’s no exaggeration to say that it has not been very favourable for European...

Burn, baby! Burn!

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

Burn, baby! Burn!