News
Long-term investors should not fear the US election
The outcome of this year's US presidential election may have far-reaching consequences in many areas.
Why we see value in technology?
2023 was a good year for listed technology companies. The Nasdaq index gained +44%* and the enthusiasm for the largest tech stocks such as Nvidia was so great that analysts coined a new name for these companies …
2024: Tempering expectations
The turn of the year is a popular, if arbitrary, time for reviews and predictions. Equity investors also seem to have had a change of heart this New Year after an impressive year-end rally.
The e-commerce revolution: “Shop like a billionaire”!
In December 2023, Apple unveiled the most downloaded iPhone apps of the year in the US, and to the surprise of many, a Chinese e-commerce app, Temu, topped the list.
Three questions about rate cuts: why, when, by how much?
The inflation shock that was so prominent in 2022 has faded everywhere in 2023. In the United States, the inflation rate ended the year at 3.4% year-on-year, while in the eurozone it fell even further to 2.9%. We’ve come a long way from inflation peaks at 10%!
2024 outlook for the financial markets
As 2023 draws to a close, inflation in Europe and the USA has fallen noticeably.
The “60/40” strategy is back
The 2022/2023 period has marked a turning point for interest rates.
24 things to know before entering 2024
At the start of 2023, there were two possible trajectories for the economy: a soft landing or a recession.
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