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31/10/2025
This summer, calm prevailed in the financial markets. Investors showed a relative indifference to the many risk factors....
15/09/2025
Focus on Lotus Bakeries and Wolters Kluwer.
18/08/2025
The gap between growth and value in Europe, and between European and US growth performance, is currently at extreme levels.
23/07/2025
In many respects, this second quarter was exceptional, marked by geopolitical and economic uncertainties that triggered tensions in the bond markets and a decline of around 15% in equity markets...
10/07/2025
The strongest performer in the first half was Gaztransport & Technigaz (GTT), a specialist in containment systems for the shipping and storage of liquefied natural gas (LNG)
16/06/2025
Invest in high-quality companies with the intention of holding them over the long term to benefit from the capitalisation of their profits.
20/05/2025
The last quarter of 2024 was marked by a major divergence between the United States and the rest of the world...
15/05/2025
The quarterly results season has begun and most companies have pointed out that it is still too early to see or estimate the direct impact of Trump's “Liberation Day”.
07/05/2025
Siegfried operates at 13 locations in seven countries on three continents.
11/04/2025
CNN’s Fear and Greed Index once again signals ‘extreme fear,’ reflecting extremely negative sentiment bus we own companies that have done very well over long periods of times, and weathered many crises along the way
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