Olivier Maurice Olivier Maurice


Managing Partner

Market Outlook - H2 2021
Covid recoveries push global growth to four-decade high.
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2021 MARKET OUTLOOK - No vaccine for low growth
After an extraordinary 2020, on so many levels, many investors can’t wait to put the year behind us. The US election, for all its noise, has not really changed the fundamental investment landscape. [...]
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Ten credit markets warnings that signal long-term alpha pote [...]
The longest equity bull market since the Second World War led to high valuations and increased leverage. [...]
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Investment views - Get used to a post COVID-19 world
In January 2020, we published an article where we said: “In a late-cycle environment, fuelled by record amounts of leverage and debt issuances, we choose to build downside protection and diversificati [...]
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INVESTMENT PERSPECTIVES 2019 by our experts
We invite you to click on the link below to discover our macroeconomic outlook 2019.
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