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Daniel Pechon

Investing

Bull market: bubble, stop or encore?

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…
Daniel Pechon
27 January 2026
Investing

Norman K., reinventing asset management

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…
Daniel Pechon
19 January 2026
Investing

Market noise and outlook

As the year draws to a close, David Kruk, Head of the Trading Desk at La Financière de l'Échiquier (LFDE), a privileged witness and keen observer, and Pierre Puybasset, spokesman for LFDE's asset management division, share their feelings. While Michael Burry, Big Short, warned again...…
Daniel Pechon
23 December 2025
News

End of the rally of AI stocks?

Collective madness, bubble, cul-de-sac, the terms have flourished to describe the rise in AI values. The market eventually entered a rapid consolidation phase, but one sector exploded. A healthy correction, some would say, but the beginning of a crash, others insist. Some explain. Even the…
Daniel Pechon
24 November 2025
Investing

A tremendous opportunity for renewable energies

For the first time in 25 years, demand for electricity will grow and accelerate. A turning point for the renewable energy industry, but also for the suppliers in the chain that makes it up. Finding affordable energy quickly will become a challenge. Renewable energies (and…
Daniel Pechon
07 October 2025
Investing

Will bonds overshadow equities?

The prospect of rate cuts by the Fed is sparking a new debate. In principle, bonds are considered a safer investment than equities, while Wall Street continues to pile up record after record. For these reasons, investing in bonds could now offer better opportunities than…
Daniel Pechon
02 October 2025