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December 2011

Opinion What outlook for LBO?

After having suffered the effects of the financial crisis of 2008, and contrary to Cassandre who announced the inexorable decline of the LBO industry, it must be said that LBOs have seen a revival of interest since 2010. Is it a real recovery or just a temporary (...)

November 2011

Opinion Banks – the frozen lubricant

How much exposure do banks have on their books? What is their financial strength? Can they withstand a Greek default, or worse? Have they learned the lessons from 2008?

November 2011

Note Financial crisis indicators and safe haven assets

How to measure the intensity of the current financial and economic crisis? Regular monitoring of a number of economic and financial indicators helps answering this question and better understanding the materialization of panic behavior and portfolio reallocations in the (...)

November 2011

Financial crisis Back on the true origins of the crisis

More than 4 years after the official start, now where everyone wonders how we will emerge from this ongoing crisis, let’s come back for a moment on the true origins.

November 2011

Note Impact of collective influences on forecast and investment decisions

The valuation of financial assets, by financial analysts and the investment decisions of fund managers, depend on the paradigm of economic rationalisation. However, it is clear that there are uncertainties and instabilities which have characterised the financial market for (...)

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