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Derrick
Edito 13 April 2026

Shock

On 28 February, a new conflict erupted in the Middle East involving the United States, Israel and Iran.

Marché 2
Edito 07 April 2026

Credit Market: Are Risks Being Repriced?

After a strong start to the year, the credit market is showing renewed signs of nervousness.

Spatial
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.

Quartier ville route
Edito 16 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 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.

Détroit Ormuz
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.

Parlement européen
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.

Amérique
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.

Satellites
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.

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