News & Insights

Expert perspectives on markets, economies, and investment strategies from our research team.

Quantalys Five Stars Rating

La notation Quantalys, au-delà de la #performance du fonds, prend également en considération : sa #persistance, c’est à dire sa capacité à bien se comporter quelles que soient les conditions de marché, et l’#habilité du gestionnaire à faire les bons choix et bons arbitrages ayant pour effet de surperformer le panier d’indices moyen reconstitué par l‘analyse de style sur la même période.

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“I Got the Powell”

After indicating at Jackson Hole downward adjustments to interest rates were on the cards, the choice of Chairman Powell to

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Follow the Narrative?!

September 2023, the narrative on US interest rates was pointing to 10year Treasuries heading for the 5%+ mark. Motivated by

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The Yen Carry Trade

The beginning of August 2024 saw the biggest Japanese Stock Market draw-down seen in decades. To blame: the famous Yen

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Boiling a Frog

On July 7th, the French chose electoral uncertainty. With no clear majority, the French President, Mr Macron, can only hope

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