David Ross, CFA, Nina Lagron, CFA et Louis Bersin, CFA La Financière de l’Echiquier - October 2023. Since the start of 2023, the idea that the tightening of monetary policy would inevitably lead to a sharp slowdown in activity has given way to ...

1. LONG TERM STRUCTURAL TRENDS IN SOCIETY ARE OF GREAT IMPORTANCE FOR INVESTORS Such megatrends develop independently of economic cycles and have an impact on the business models of many companies. Global demographic change has long been one of...

The prospect of rising defaults in the European leveraged loan market has been widely flagged. But even if loss rates reach the most pessimistic levels predicted, the market is still likely to offer excess spreads over cash. Let’s get the bad ...

WisdomTree, a global financial innovator, has launched the WisdomTree US Efficient Core UCITS ETF (NTSX). NTSX, seeks to track the price and yield performance, before fees and expenses, of the WisdomTree US Efficient Core UCITS Index (the "Index")...

This month’s Editorial by Olivier de Berranger, Deputy Chief Executive Officer and CIO, and Alexis Bienvenu, Fund Manager, La Financière de l’Echiquier (LFDE). A new era of abundance is upon us. Not, alas, in political, social, environmental or e...

On the 21st of September, Cisco announced that it was acquiring the US software company Splunk for $28 billion. This is the 8th takeover bid for a company held in our fund since its creation and the 2nd since the beginning of the year, following ...