1 December - Introduction
By Nicolas Forest Chief Investment Officer
5 December - Central Banks
Towards a more "normal" yield curve.
6 December - Rates
"Compound interest is the eighth wonder of the world." Are you ready for higher rates?
7 December - Equities
In 2024, what about corporate margins and profits in an environment of high real interest rates?
12 December - Sovereigns
Although inflation has lightened the debt burden, new financing needs are looming...
14 December - Financing Energy
Interest rates, input costs, and logistics are rising. What’s really the most important factor?
19 December - Real Estate
Interest rates are up, valuations are down. But banks are timid. Will real estate firms pay up for investor capital?
20 December - Emerging Markets
Energy transition, demographic shifts and AI technologies are reshuffling global economic forces
21 December - Health Care
Healthcare sector, though not in as good shape as the pandemic's end, exhibits resilience with promising indicators, when the economy may start coughing.
26 December - US elections
If we see another Biden-Trump duel, will the markets react the same way?
28 December - Asset Allocation
The prospect of rate cuts in 2024 has brightened the horizon for investors. How can you make the most of this new environment?
