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Thème Investissable - L'ère de la disruption par l'IA

Ceasefire opens Strait of Hormuz: market implications

A two-week US–Iran ceasefire is set to reopen the Strait of Hormuz, easing supply concerns and pushing Brent crude prices lower. However, uncertainty remains.

The US dollar, oil and gold: changing dynamics?

The Middle East crisis has disrupted the market dynamics of the US dollar, oil and gold, underscoring the need for tactical flexibility and for investors to build resilient portfolios that are not necessarily reliant only on historic correlations.

How infrastructure secondaries can be additive to an investor‘s portfolio

While secondaries have long been commonplace in the private equity sector, the secondary market in infrastructure equity is still in its early days but evolving rapidly.

AI Disruption

The AI cycle meets the power of predictable income

The investment landscape in 2026 is shaped less by the question of whether artificial intelligence will transform the economy, and more by who will ultimately be able to monetize that transformation.

AI Disruption

Reel Returns: Investing in the AI Entertainment Revolution

Robots are no longer just sci-fi movie stars. They’re moving behind the camera and into the studios. A new era of filmmaking is ready for its closeup.

Navigating Rates

EMD Monthly Market Musings - It takes two (actually, three) to tango in the Gulf

The Middle East conflict has sparked a broad market selloff, hitting local currency bonds and FX hardest. As markets price in the effect of a prolonged disruption to the Strait of Hormuz, inflation fears and concerns about global growth are in focus. But emerging markets are in a stronger position to weather these challenges than during previous crises.

House View

Nos vues de marchés T2 2026 : maintenir le cap

Les marchés mondiaux commencent le deuxième trimestre dans un contexte plus complexe qu’attendu en début d’année. La croissance ralentit mais demeure résiliente ; une inflation persistante pourrait retarder les baisses de taux et maintenir une politique monétaire restrictive. Dans ce contexte, nous favorisons une duration ciblée, du portage de qualité, les thématiques actions liées à l’intelligence artificielle, et conservons une position prudente sur le dollar américain.

Embracing Disruption

From Iran tensions to European resilience: investment implications

Recent geopolitical developments in the Middle East, including the war in Iran, reinforce the importance of strategic autonomy and resilience for Europe.