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2024 Revealed: ten convictions for a blinding future

1 December - Introduction

Chronicle of a recession foretold

By Nicolas Forest Chief Investment Officer

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5 December - Central Banks

Monetary policy: High rates... for how long?

Towards a more "normal" yield curve.

6 December - Rates

In a land of opportunities… select carefully

"Compound interest is the eighth wonder of the world." Are you ready for higher rates?

7 December - Equities

Can equities fall, even 'without' a hard landing?

In 2024, what about corporate margins and profits in an environment of high real interest rates?

12 December - Sovereigns

Should we be concerned about the sustainability of public debt in the Eurozone?

Although inflation has lightened the debt burden, new financing needs are looming...

14 December - Financing Energy

Energy Transition Turbulence: Structural or Cyclical?

Interest rates, input costs, and logistics are rising. What’s really the most important factor?

19 December - Real Estate

Real Estate – a Spring Thaw?

Interest rates are up, valuations are down. But banks are timid. Will real estate firms pay up for investor capital?

20 December - Emerging Markets

In the emerging markets galaxy, meet the new rising stars

Energy transition, demographic shifts and AI technologies are reshuffling global economic forces

21 December - Health Care

Will the healthcare sector play an expected defensive role next year?

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

United States: What can we expect in the election year?

If we see another Biden-Trump duel, will the markets react the same way?

28 December - Asset Allocation

What diversified portfolio for 2024?

The prospect of rate cuts in 2024 has brightened the horizon for investors. How can you make the most of this new environment?

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1 December - Introduction

Chronicle of a recession foretold

By Nicolas Forest Chief Investment Officer

Read more