Daniel Pechon

On Wall Street, the next six months (from May to September) have the reputation of being a difficult period, according to the adage "Sell in May and don't come back until 'St. Leger's Day' (early October)," more popular under : " Sell in May and…

With a performance of 45.86% in 2025 and almost 6% in 2026 at the end of April, the DNCA Invest Stratgic Ressources fund (part I) is shining and continues to achieve significant positive inflows. With precious metals in the background, the fund is also investing in…

Don't panic, stay invested and make defensive allocations: this is the message from Nicolas Chaput of ODDO BHF AM in these troubled times. "The market is at a peak not seen since the Covid crisis," explains Nicolas Chaput, Global CEO of ODDO BHF Asset Management.…

Credit funds manage to take advantage of all bond market trends. A solution for seeking to boost money market and/or bond returns, with lower volatility, in a portfolio. Food for thought... It is time for investors to start rebuilding their bond allocations. The volatility of…

Faced with huge movements in the equity and bond markets and the first fears of renewed inflation and stagflation, investors are wondering which direction to invest in to reduce the volatility of their portfolios. A number of options are emerging to take advantage of financial…

According to Pictet AM, geographic diversification, with Asia (Japan, China, Vietnam) as the top zone, should deliver the best performance over the next few quarters. Active management is a good idea for investing in Europe and in AI stocks, with robotics as the first choice.…

Buy the dip' has become the new mantra for individual investors in the United States. David Kruk (LFDE) reveals that the influence of household stock market purchases is growing. Daily investment flows have increased more than fivefold since 2020, according to data from Vanda Research.…

Tailor your asset allocation to the new geopolitical data, diversify your portfolio consistently with a continued weighting in US technology stocks, but also in South-East Asia, and focus on Europe (financial stocks, defence, small caps, etc.).  "More Bull than Bubble”... "In equities, we continue to…

Norman K., a success story in "neo-wealth management", is settling in Luxembourg, with the ambition of developing this profession in the city.  Norman K. is the story of four financial enthusiasts (Olivier Liot, Brice Monvoisin, Mathieu Mercati and Jean-Philippe Petit), experts in different fields but…

 After a good 2025 vintage, questions are being asked about the strategy to be adapted in equities and bonds. What are we to make of gold after a jump of more than 30% in 2025 after already...63% in 2024 (in dollar terms) and a rise…