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Brazil — [Global Macro Analysis] Lula’s Brazil : Third term’s the charm ?
24/05/2023/by Léon Campillo

Capture — [Global Macro Analysis] Bank of Canada’s pause: U-turn or pit-stop ?
22/03/2023/by Léon Campillo

Capture — [Global Macro Analysis] Understanding the new commodities cycle through Australia’s lens
30/01/2023/by Léon Campillo

Annotation 2020-02-21 172325 — The “everything bubble” – Etienne de Marsac
15/10/2020/by Alain-Pierre Belchior

assetmanagement #investment #finance #globalmacro #bonds #yield #performance #funds #expertise #economics #geopolitics #politics #research #agriculture #commodities #process #precious metals #credit #corporate bonds #energy #equities #fixed income #rates #technology #volatility #experience #uncorrelated — Sunny’s latest activities introduced during the annual Wealth Management Congress (CNCGP)
19/11/2019/by Blaise Nicolet

ObjUC2019 — Snapshot of our ‘2019 UC Objectif’ Roadshow
19/11/2019/by Blaise Nicolet

Asset management – Global macro – retirement fund – bonds – France asset manager – yield – performance – excellence – funds – expertise – economics – geopolitics – politics – research – agriculture – commodities – process – precious metals – credit – corporate bonds – energy – equities – fixed income – rates – technology – volatility – experience – uncorrelated — Macro Reflections #2
Which direction for the markets at the end of 2019?
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16/10/2019/by Blaise Nicolet