by Jacques Lemoisson | Jan 2, 2023
If 2022 was challenging, the new year should keep the tone. We thanks our clients for their trust. Our Global Macro strategy reached 43.89% in 2022, and every day our Global Macro Insight paves the way for our clients, helping them to navigate this complex new...
by Jacques Lemoisson | Jan 2, 2023
Outlook 2023 AN Outlook 2023 FR Share...
by Jacques Lemoisson | Feb 16, 2022
Our Global Macro analysis over the past few months seems relevant. As a preamble, the de-escalation in Ukraine is the work of Russia, confirming my comments yesterday in our Global Macro Insight. The USA is now the only one to gesticulate in the zone. Geopolitical...
by Jacques Lemoisson | Jan 17, 2022
If consumption will likely recover rapidly once lockdowns are lifted, the impact on production and supply chains will likely be manageable. In 2020, travel restrictions were imposed when most people had already returned to their hometowns to celebrate the Chinese New...
by Jacques Lemoisson | Jan 5, 2022
Enjoy the ride! Outlook2022 AN Share...