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Why Europe’s Latest Fiscal Rupture Is a Global Prelude When Sonal Desai, Global Chief Investment Officer at Franklin Templeton Fixed Income, warned that the escalating French bond rout risks...
The Sovereign Debt Illusion
AI Optical Infrastructure is reaching a stage where structural trends matter more than historical performance. Investors are increasingly focused on businesses and themes that can benefit from long...
AI Optical Infrastructure: The Next Value Driver
Bending Spoons is reaching a stage where structural trends matter more than historical performance. Investors are increasingly focused on businesses and themes that can benefit from long term...
Bending Spoons: The Next Value Driver
The Battlefield for Next Week’s Market The broader equity market currently presents a facade of index-level stability that conceals significant dynamic underlying activity. As central bank...
Can AI Momentum Overcome 5% Yields and $100 Oil?
The AI Cycle Is Not Breaking, the Valuation Regime Is Changing A Market Still Driven by Investment The AI investment cycle remains intact. Oracle’s $664 billion backlog is particularly...
The AI Cycle Is Not Breaking, the Valuation Regime Is Changing
Energy
Le Brent est la référence mondiale du prix du pétrole. Comme l'énergie irrigue les transports, l'industrie et le budget des ménages, le pétrole reste l'une des variables les plus déterminantes...
Pétrole : le retour de la prime géopolitique
Brent crude is the global benchmark for oil prices. Because energy feeds into transport, industry and household budgets, oil remains one of the most powerful variables for inflation and equity...
Oil: The Geopolitical Premium Is Back
Oil Market is reaching a stage where structural trends matter more than historical performance. Investors are increasingly focused on businesses and themes that can benefit from long term economic,...
Oil Market: The Next Value Driver
SoftBank Group is a Japanese technology investment conglomerate led by Masayoshi Son. It controls ARM, the chip architecture designer, and has made AI its central conviction, investing heavily in...
SoftBank: The Ultimate AI Bet
Oil remains the asset that conditions inflation, corporate margins and the geopolitics of energy.AnalysisThe week ended lower on rumours of a massive release of European crude and diesel stocks via...
Oil: supply reshuffles, the strategic stocks threat
Precious Metals
L'or est la réserve de valeur et la couverture de portefeuille traditionnelle. Actif sans rendement, son prix est très sensible aux anticipations d'inflation, aux taux réels et au dollar....
Or : pris en étau par le pétrole et l’inflation
Gold is the traditional store of value and portfolio hedge. As a non yielding asset, its price is highly sensitive to inflation expectations, real interest rates and the dollar. Present situation...
Gold: Squeezed by Oil and Inflation
Silver is reaching a stage where structural trends matter more than historical performance. Investors are increasingly focused on businesses and themes that can benefit from long term economic,...
Silver: The Next Value Driver
Metals & Copper is reaching a stage where structural trends matter more than historical performance. Investors are increasingly focused on businesses and themes that can benefit from long term...
Metals & Copper: The Next Value Driver
Gold is reaching a stage where structural trends matter more than historical performance. Investors are increasingly focused on businesses and themes that can benefit from long term economic,...
Gold: The Next Value Driver
TopDown-View
Les obligations du Trésor américain sont la référence mondiale des actifs sans risque. Le taux à 10 ans fixe le taux d'actualisation des actions et le coût de l'emprunt dans le monde entier....
Treasuries : le retour de la valeur refuge
US Treasury bonds are the global benchmark for risk free assets. The 10 year yield sets the discount rate for equity valuations and the cost of borrowing worldwide. Present situation After a peak...
Treasuries: The Safe Haven Returns
French government bonds (OATs) are among the largest sovereign debt markets in the euro area. The spread over German Bunds measures how much extra investors demand for French fiscal and political...
France: Borrowing Costs Overtake the US
Les obligations d'État françaises (OAT) constituent l'un des plus grands marchés de dette souveraine de la zone euro. L'écart avec le Bund allemand mesure la prime exigée par les investisseurs...
France : emprunter plus cher que les États-Unis
Inflation Outlook is reaching a stage where structural trends matter more than historical performance. Investors are increasingly focused on businesses and themes that can benefit from long term...
Inflation Outlook: The Next Value Driver
DISRUPTION AS OPPORTUNITY
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Disclaimer
Past performance is not indicative of future results. This report presents historical data for the stated strategy, timeframe, and risk profile and reflects holdings as of the publication date; portfolio changes may have occurred since. Information is based on end-of-day data from sources believed to be reliable, but accuracy and completeness are not guaranteed. Prices reflect market values at the date of publication or the latest available data.
Investments involve risk, including potential loss of capital, particularly with leveraged strategies. Asset allocation and diversification do not guarantee profits or protect against losses, and investment suitability must be determined by each individual investor. Actual results may differ due to market conditions, taxes, fees, transaction costs, liquidity constraints, and risks including credit, interest rate, reinvestment, and liquidity risks. IX-7 Asset Management SA (IX-7) is a registered trademark, and all related logos, trademarks, product names, concepts, and materials are the exclusive property of IX-7 Asset Management SA. The full disclaimer is available here.