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August 2011

Strategy Investing during market turmoil

The idea that considers equity investing as long term has simply become absurd nowadays and has been so during the last 10 years. Let us be reassured. Opportunities will still be around. The only real question nowadays is how to allocate between real assets and financial (...)

August 2011

Strategy Nordic Sovereign bonds, the last safe investment in Europe?

The yield of the Swedish 10 year notes fell to a new historical low. A move which indicates that Sweden is viewed by Investors as a new hedge…

August 2011

News ECB to buy Italian and Spanish bonds

The European Central Bank, which has announced strong intervention on the markets, will buy Italian and Spanish debt according to a source close to the bank

July 2011

Note What is penalizing the industrialized countries?

The dynamics of Western countries are inadequate because, two years after leaving the recession behind, their economies still seem unable to implement a sturdy, autonomous trajectory of growth, explains Philippe Waechter, chief economist at Natixis (...)

July 2011

Strategy Climate Change and agriculture : risks and opportunities

According to Schroders’ Climate Change investment team, climate change acts as a threat multiplier to the sector on top of the dual impacts of the increased demand and decreased supply, and that this will present various investment opportunities throughout the value (...)

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