Charles-Edouard Bilbault, Global Equities Portfolio Manager, Rothschild & Co Asset Management. Even during periods of sharp increases, gold mining companies have rarely benefited directly from rising gold prices. But can the discipline they are now demonstrating, the rationalization of the sector, record prices, and a…

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.…

Pictet Asset Management Looser monetary and fiscal policy should help equity markets build on their gains and we expect emerging market stocks to pull away from the rest over the near term. Asset allocation: outlook for equities remains positive Equity markets have seen a positive…

Grégoire KOUNOWSKI, Head of Advisory by Norman K. After suffering a historic fall since Friday (-10% for gold and -30% for silver), gold rose by more than 6% on Tuesday morning on futures contracts, while silver futures gained 12%. Shares and ETFs in international mining…

Alicia Daurignac, Manager/Analyst, Echiquier Space, La Financière de l’Échiquier. We are living through a revolution. Communication infrastructure is no longer located on Earth; it is now being built directly in space. The first satellite was launched into Earth orbit in 1957, and we are now…

And the winner is…Kevin Warsh César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. US President Trump nominated Kevin Warsh as the next chairman of the Federal Reserve. Warsh has proposed a new Fed-Treasury accord aimed at redefining their relationship, and called for a reduction in…

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…

Davos relief César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. US President Donald Trump agreed to the “framework of a future deal” over Greenland at the Davos forum and backed down from a threat to impose fresh tariffs on European countries over the Danish territory.…