BNP Paribas AM, auteur/autrice sur Capital Insight

La vague inflationniste reflue en Europe mais reste élevée aux Etats Unis

Les dernières données relatives à l’inflation dans la zone euro montrent une baisse marquée, tant pour le…

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Talking Heads – ‘Time to be serious about climate action financing’

Investors can help to speed climate mitigation and adaptation measures by allocating more and more actively to…

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On n’y voit rien !

Les thèmes expliquant les variations des marchés financiers ont changé en quelques semaines : les craintes de…

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Talking Heads – Taking a closer look at climate focused equity investing

Listen to this Talking Heads podcast with Martina Jung, Portfolio Manager for European Equities, and Daniel…

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The devil’s in the detail

The factors underpinning recent market moves have changed rapidly: Fears of an overheating of the US economy and…

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Back to school for markets

In the last week of August, economic data has mostly surprised to the downside, resulting in a fall in interest…

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Paying the piper

Massive US government fiscal stimulus has supported household consumption and business investment, but at the…

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No summer lull: The time for bonds

Different asset markets are offering unusually disparate prospective levels of risk-reward, with bonds looking…

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Encore loin de Jackson Hole

Tout devrait être clair : l’activité ralentit, l’inflation reflue, le cycle de resserrement monétaire touche à…

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Talking Heads – Where do we stand on sustainability?

Listen to this Talking Heads podcast with Jane Ambachtsheer, Global Head of Sustainability, and Andy Craig,…

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Fonds Technos.

Fonds	YTD
Pictet-Digital (part P)	+17.15%
Napoleon Bitcoin Fund EUR (part A)	+43.88%
TOBAM Bitcoin CO2 Offset Fund (part A1)	+43.85%
Janus Henderson Glb Tech&Inno (part A2)	+23.57%
Tocqueville Global Tech ISR (part C)	+19.24%
EdR SICAV Tech Impact (part A)	+16.77%
Echiquier Artificial Intelligence (part B)	+15.87%
Sycomore Fund Sustainable Tech (part RC)	+14.63%
Symphonia Lux SICAV Artificial Intelligence	+11.29%
ODDO BHF Artificial Intllgnce (part RC)	+10.46%

Fonds Environnement

Fonds	YTD
Pictet – Global Envir Opps (part P)	+8.89%
Tocqueville Global Climat Change ISR (part R)	+22.81%
LCL Comp. Carbone Actions Monde (part P)	+16.43%
AI Social Trstn Glb Eq (part I)	+15.41%
Eurizon Equity Planet Z	+15.30%
SG Lyxor Enjeu Climat (part C)	+13.93%
Mandarine Global Transition (part R)	+13.42%
Jupiter Global Eco Growth Class D	+13.40%
RobecoSAM Circular Economy Eqs (part D)	+13.34%
Capital Planète	+11.87%

Fonds Small Caps

Fonds	YTD
Gay-Lussac Microcaps Monde (part A)	+7.68%
Gay-Lussac Microcaps Europe	+6.09%
Gay-Lussac Microcaps (part A)	+0.01%
Amundi Small Cap Euro (part PC)	+2.81%
Portzamparc Europe PME ISR	-0.45%
Tocqueville Small Cap Euro ISR (part C)	-0.52%
Lonvia Avenir Small Cap Europe (part R)	-1.04%
Lazard Small Caps Euro SRI (part I)	-1.15%
Sextant PME (part A)	-2.07%
Roche-Brune PME 2024	-3.33%

J&G Conseil

Julien Marinot

J&G Conseil

Active Asset Allocation

Monceau Asset Management

NS Partners

TC Stratégie Financière

Pictet Asset Management

BNP Paribas AM

La vague inflationniste reflue en Europe mais reste élevée aux Etats Unis

Talking Heads – ‘Time to be serious about climate action financing’

On n’y voit rien !

Talking Heads – Taking a closer look at climate focused equity investing

The devil’s in the detail

Back to school for markets

Paying the piper

No summer lull: The time for bonds

Encore loin de Jackson Hole

Talking Heads – Where do we stand on sustainability?

Championnat des CGP : Le TOP 10 de ce début de mois face aux meilleures progressions – La compétition intermédiaire d’octobre est ouverte !

« Une fin d’année sur la ligne de crête » : l’analyse de Sébastien Leutwyler, Capitalium

La Chine sur tous les fronts

Le sélectionneur de fonds du mois