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Edito 25 March 2026

Growing Investor Appetite for Alternative UCITS Funds

The year 2025 marks the return of alternative UCITS() funds to the forefront. These liquid strategies, deployed across multiple asset classes, rely primarily on global macro, arbitrage, and trend‑following approaches.

Edito 24 March 2026

Defence, Security and Space

In preparing our latest Economic and Financial Outlook, we reaffirmed our preference for strategic sectors within our investment framework—an orientation that has become even more relevant in today’s environment of heightened geopolitical tensions.

Edito 09 March 2026

Global Debt Approaches USD 350 Trillion

The Institute of International Finance (IIF), the association representing major global banks and financial institutions, released its latest report on global indebtedness at the end of February.

Edito 02 March 2026

Investing in a Conflict‑Driven World

The events of the past weekend confirm our long‑standing assessment of a more conflictual and less cooperative world, as outlined for several years in our Economic and Financial Outlook.

Edito 25 February 2026

The Emergence of a European Debt?

The European Union’s outstanding debt now stands at €770 billion, a level higher than Belgium’s sovereign debt.

Edito 17 February 2026

America first !

In November 2025, the U.S. administration released its “National Security Strategy,” a document outlining the United States’ worldview and its priorities for protecting national interests.

Edito 10 February 2026

Sovereignty Strategie(s)

A few days ago, the French government decided to block the sale by satellite operator Eutelsat of its ground‑based reception antennas to the Swedish fund EQT.