Our latest insights on the markets.

Stephane Che Stephane Che

June – A month of politics

The month of June had more political events than we are used to (or like to have), but not every market reacted the same way. The most talked about is probably the European Parliament elections, which took a heavy turn to the right, dealing a big blow to the parties in power.

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Stephane Che Stephane Che

May – “Sell in May and go away”

The centuries old saying once again proved to be more of a myth than reality. In fact, statistically speaking, the saying should be “Sell in September…”.

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Stephane Che Stephane Che

April – Inflation Return

Another month, another record high. It seems there is no stopping the developed market indices. In three months, equities have generated the performance of what could typically be called a good year.

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Stephane Che Stephane Che

Nvidia or Bitcoin, place your bets!

If you thought January was a good enough month, fasten your seatbelt, because February took us on another uphill ride. A lot of that outstanding performance comes from excellent corporate results, and the rather positive forward guidance that seem to exclude any sort of recession.

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