Filtres

Allo Bercy we have a problem

While Cagliari Calcio is already slowly sinking into the lower reaches of Serie A following its last minute 0-1 honorable defeat against Napoli this weekend, another negative trend is currently causing me much more concern as a bond portfolio manager. This is, of course, the deterioration in French public finances, highlighted by the political instability […]

Allo Bercy we have a problem

While Cagliari Calcio is already slowly sinking into the lower reaches of Serie A following its last minute 0-1 honorable defeat against Napoli this weekend, another negative trend is currently causing me much more concern as a bond portfolio manager. This is, of course, the deterioration in French public finances, highlighted by the political instability […]

Allo Bercy we have a problem

While Cagliari Calcio is already slowly sinking into the lower reaches of Serie A following its last minute 0-1 honorable defeat against Napoli this weekend, another negative trend is currently causing me much more concern as a bond portfolio manager. This is, of course, the deterioration in French public finances, highlighted by the political instability […]

Allo Bercy we have a problem

While Cagliari Calcio is already slowly sinking into the lower reaches of Serie A following its last minute 0-1 honorable defeat against Napoli this weekend, another negative trend is currently causing me much more concern as a bond portfolio manager. This is, of course, the deterioration in French public finances, highlighted by the political instability […]

Allo Bercy we have a problem

While Cagliari Calcio is already slowly sinking into the lower reaches of Serie A following its last minute 0-1 honorable defeat against Napoli this weekend, another negative trend is currently causing me much more concern as a bond portfolio manager. This is, of course, the deterioration in French public finances, highlighted by the political instability […]

The not-so-rare earths: availability, challenges and strategic relevance

Amid the fast-evolving global geopolitical landscape, with a focus both on securing supply chains and boosting defence capabilities, rare earths are gaining in importance – and investor interest. What exactly are they, why are they critical, are they truly so rare, and can China’s dominance be challenged: these are the questions that we intend to […]

The not-so-rare earths: availability, challenges and strategic relevance

Amid the fast-evolving global geopolitical landscape, with a focus both on securing supply chains and boosting defence capabilities, rare earths are gaining in importance – and investor interest. What exactly are they, why are they critical, are they truly so rare, and can China’s dominance be challenged: these are the questions that we intend to […]

The not-so-rare earths: availability, challenges and strategic relevance

Amid the fast-evolving global geopolitical landscape, with a focus both on securing supply chains and boosting defence capabilities, rare earths are gaining in importance – and investor interest. What exactly are they, why are they critical, are they truly so rare, and can China’s dominance be challenged: these are the questions that we intend to […]

The not-so-rare earths: availability, challenges and strategic relevance

Amid the fast-evolving global geopolitical landscape, with a focus both on securing supply chains and boosting defence capabilities, rare earths are gaining in importance – and investor interest. What exactly are they, why are they critical, are they truly so rare, and can China’s dominance be challenged: these are the questions that we intend to […]

The not-so-rare earths: availability, challenges and strategic relevance

Amid the fast-evolving global geopolitical landscape, with a focus both on securing supply chains and boosting defence capabilities, rare earths are gaining in importance – and investor interest. What exactly are they, why are they critical, are they truly so rare, and can China’s dominance be challenged: these are the questions that we intend to […]

L’armement, entre performance et éthique

Avec le retour d’une guerre à haute intensité sur le sol européen et l’affaiblissement des institutions internationales, la défense redevient un pilier incontournable de stabilité. Comme le rappelle Roberto Magnatantini, gérant chez DECALIA : « Disposer d’une capacité de dissuasion militaire est désormais perçu comme une nécessité pour assurer la paix. » Dans Le Temps, […]