Filtres

Private credit: separating the wheat from the chaff

The recent bankruptcies of Tricolor and First Brands in the US have cast a cloud on the private credit market, with public remarks from prominent financial world figures, including the metaphoric warning from JPMorgan CEO Jamie Dimon about further losses in this asset class, saying more cockroaches will surface. While private credit clearly carries some […]

Private credit: separating the wheat from the chaff

The recent bankruptcies of Tricolor and First Brands in the US have cast a cloud on the private credit market, with public remarks from prominent financial world figures, including the metaphoric warning from JPMorgan CEO Jamie Dimon about further losses in this asset class, saying more cockroaches will surface. While private credit clearly carries some […]

Private credit: separating the wheat from the chaff

The recent bankruptcies of Tricolor and First Brands in the US have cast a cloud on the private credit market, with public remarks from prominent financial world figures, including the metaphoric warning from JPMorgan CEO Jamie Dimon about further losses in this asset class, saying more cockroaches will surface. While private credit clearly carries some […]

Welcome to November, see you in December !

It’s currently difficult to have strong “macro” convictions with the ongoing US data blackout. In the meantime, US earnings have been pretty stellar so far, turbo charged once again by those of the mega cap tech stocks, tensions between US and China have eased -at least temporarily- thanks to a new trade truce, while the […]

Welcome to November, see you in December !

It’s currently difficult to have strong “macro” convictions with the ongoing US data blackout. In the meantime, US earnings have been pretty stellar so far, turbo charged once again by those of the mega cap tech stocks, tensions between US and China have eased -at least temporarily- thanks to a new trade truce, while the […]

Welcome to November, see you in December !

It’s currently difficult to have strong “macro” convictions with the ongoing US data blackout. In the meantime, US earnings have been pretty stellar so far, turbo charged once again by those of the mega cap tech stocks, tensions between US and China have eased -at least temporarily- thanks to a new trade truce, while the […]

Welcome to November, see you in December !

It’s currently difficult to have strong “macro” convictions with the ongoing US data blackout. In the meantime, US earnings have been pretty stellar so far, turbo charged once again by those of the mega cap tech stocks, tensions between US and China have eased -at least temporarily- thanks to a new trade truce, while the […]

Welcome to November, see you in December !

It’s currently difficult to have strong “macro” convictions with the ongoing US data blackout. In the meantime, US earnings have been pretty stellar so far, turbo charged once again by those of the mega cap tech stocks, tensions between US and China have eased -at least temporarily- thanks to a new trade truce, while the […]

Welcome to November, see you in December !

It’s currently difficult to have strong “macro” convictions with the ongoing US data blackout. In the meantime, US earnings have been pretty stellar so far, turbo charged once again by those of the mega cap tech stocks, tensions between US and China have eased -at least temporarily- thanks to a new trade truce, while the […]

Welcome to November, see you in December !

It’s currently difficult to have strong “macro” convictions with the ongoing US data blackout. In the meantime, US earnings have been pretty stellar so far, turbo charged once again by those of the mega cap tech stocks, tensions between US and China have eased -at least temporarily- thanks to a new trade truce, while the […]

Welcome to November, see you in December !

It’s currently difficult to have strong “macro” convictions with the ongoing US data blackout. In the meantime, US earnings have been pretty stellar so far, turbo charged once again by those of the mega cap tech stocks, tensions between US and China have eased -at least temporarily- thanks to a new trade truce, while the […]