Discover our economic analysis and investment strategy.
As expected, a majority of Senators voted in favor of Dilma Rousseff’s impeachment, which means Michel Temer becomes Brazil’s acting president and Dilma temporarily steps down.
In a context of strong polarization of the IT sector, a rigourous stock picking mainly based on secular growers able to deliver long term performance is key.
Watch the replay of our web conference with Didier Saint-Georges, Managing Director, Member of the Investment Committee.
The rebound in oil prices from USD 26 to USD 40 a barrel, along with a renewed accommodative stance from the main central banks, drove an equity market revival since 11 February, on a similar scale to that seen in October 2015.