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Nos 10 prédictions pour 2025

Tous mes vœux de santé et de prospérité pour 2025 ! En ce début d’année, j’ai sorti ma boule de cristal pour formuler dix prédictions susceptibles d’influencer les performances des portefeuilles à horizon 12 mois. Certaines relèvent de thématiques macro, quelques-unes sont provocatrices, nombre ne se concrétiseront pas, tandis que d’autres peuvent sembler insensées mais […]

Nos 10 prédictions pour 2025

Tous mes vœux de santé et de prospérité pour 2025 ! En ce début d’année, j’ai sorti ma boule de cristal pour formuler dix prédictions susceptibles d’influencer les performances des portefeuilles à horizon 12 mois. Certaines relèvent de thématiques macro, quelques-unes sont provocatrices, nombre ne se concrétiseront pas, tandis que d’autres peuvent sembler insensées mais […]

Higher uncertainty? Favor flexibility and optionality, while remaining open-minded

The November US jobs report, released last Friday, was more reassuring than yesterday’s Cagliari Calcio game, where they lost 0-1 against Fiorentina. While the report points to a solid US labor market, Cagliari’s defeat means my favorite team remains dangerously close to the relegation zone. However, headlines can sometimes be misleading. For example, consider yesterday’s […]

Higher uncertainty? Favor flexibility and optionality, while remaining open-minded

The November US jobs report, released last Friday, was more reassuring than yesterday’s Cagliari Calcio game, where they lost 0-1 against Fiorentina. While the report points to a solid US labor market, Cagliari’s defeat means my favorite team remains dangerously close to the relegation zone. However, headlines can sometimes be misleading. For example, consider yesterday’s […]

Higher uncertainty? Favor flexibility and optionality, while remaining open-minded

The November US jobs report, released last Friday, was more reassuring than yesterday’s Cagliari Calcio game, where they lost 0-1 against Fiorentina. While the report points to a solid US labor market, Cagliari’s defeat means my favorite team remains dangerously close to the relegation zone. However, headlines can sometimes be misleading. For example, consider yesterday’s […]

Higher uncertainty? Favor flexibility and optionality, while remaining open-minded

The November US jobs report, released last Friday, was more reassuring than yesterday’s Cagliari Calcio game, where they lost 0-1 against Fiorentina. While the report points to a solid US labor market, Cagliari’s defeat means my favorite team remains dangerously close to the relegation zone. However, headlines can sometimes be misleading. For example, consider yesterday’s […]

Higher uncertainty? Favor flexibility and optionality, while remaining open-minded

The November US jobs report, released last Friday, was more reassuring than yesterday’s Cagliari Calcio game, where they lost 0-1 against Fiorentina. While the report points to a solid US labor market, Cagliari’s defeat means my favorite team remains dangerously close to the relegation zone. However, headlines can sometimes be misleading. For example, consider yesterday’s […]

Higher uncertainty? Favor flexibility and optionality, while remaining open-minded

The November US jobs report, released last Friday, was more reassuring than yesterday’s Cagliari Calcio game, where they lost 0-1 against Fiorentina. While the report points to a solid US labor market, Cagliari’s defeat means my favorite team remains dangerously close to the relegation zone. However, headlines can sometimes be misleading. For example, consider yesterday’s […]

Higher uncertainty? Favor flexibility and optionality, while remaining open-minded

The November US jobs report, released last Friday, was more reassuring than yesterday’s Cagliari Calcio game, where they lost 0-1 against Fiorentina. While the report points to a solid US labor market, Cagliari’s defeat means my favorite team remains dangerously close to the relegation zone. However, headlines can sometimes be misleading. For example, consider yesterday’s […]

Higher uncertainty? Favor flexibility and optionality, while remaining open-minded

The November US jobs report, released last Friday, was more reassuring than yesterday’s Cagliari Calcio game, where they lost 0-1 against Fiorentina. While the report points to a solid US labor market, Cagliari’s defeat means my favorite team remains dangerously close to the relegation zone. However, headlines can sometimes be misleading. For example, consider yesterday’s […]

Higher uncertainty? Favor flexibility and optionality, while remaining open-minded

The November US jobs report, released last Friday, was more reassuring than yesterday’s Cagliari Calcio game, where they lost 0-1 against Fiorentina. While the report points to a solid US labor market, Cagliari’s defeat means my favorite team remains dangerously close to the relegation zone. However, headlines can sometimes be misleading. For example, consider yesterday’s […]