In Brussels we discuss with Nick Allaert of Sandt about the developments in the consultancy sector. Allaert speaks of many consolidations and the enormous shrinkage of the once so large Atos. The consultancy landscape has therefore been shaken up ...

In Paris, we speak with Amélie Derambure Multi Asset Manager Amundi about the past year on the stock exchange and also look ahead. Derambure expects limited growth for the stock exchanges. She rules out interest rate increases for this year. The c...

In Brussels, we talk to Konstantinos Sergakis of Guberna about financial markets and in particular the positions of activist shareholders. Geopolitics will obviously remain dominant, says Sergakis. There is also the rise of artificial intelligence...

Together with Alexis Albert, Multi Asset Portfolio Manager DNCA, we discuss the investment methodology of DNCA in Paris. Albert indicates that investors must have a good mix between value and growth stocks. With regard to value stocks, DNCA does n...

With Stéphane Déo, senior portfolio manager at the French Eleva Capital, we look back and forward to the financial markets. 2024 was a very strong year for American shares. According to Déo, valuations are therefore considerably higher compared to...

In Paris we speak with Victor Porte of Eleva Capital. The company focuses mainly on European and American shares. Eleva Capital wants to outperform its benchmark in good years and equal the benchmark in bad years. The investment style can be chara...