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A very large share of the global economy now depends on the same handful of digital platforms: Microsoft 365, Azure, AWS, Google Cloud and Nvidia hardware. This concentration has delivered enormous...
Digital Resilience: The Price of an Over-Digitized World
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?
Energy
Brent crude is the global oil price benchmark. Because energy feeds into transport, industry and household budgets, oil is a key driver of inflation expectations and interest rates. Present situation...
Oil: Trump’s Words Move the Barrel
US natural gas is a key fuel for power generation and heating. Its price is highly sensitive to weather, storage levels and growing demand from liquefied natural gas exports and data centers. Present...
Natural Gas: Winter Sets the Price
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
Precious Metals
Gold is the traditional store of value and portfolio hedge. As an asset that pays no income, its price is highly sensitive to interest rate expectations and the dollar. Present situation Gold had a...
Gold: Rate Hike Fears Take the Shine Off
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
TopDown-View
The US Federal Reserve sets the benchmark interest rate for the world's largest economy. Its decisions drive bond yields, the dollar and the valuation of every risk asset. Present situation October...
Fed: Behind the Curve, Back to Hiking
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
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.