Analysis: Must Read

Now It's All About European Small Caps

The past five years would almost make us forget that European small caps rank among the best-performing assets of the 21st century.

How far are these giants from their peak?

Many of the companies below hit their ATH just a few months ago, in 2025. Enough to spark ideas for those looking to take advantage of the brief breather taken of late by tech giants. ...

Weekly recap: blow after blow

🎯 The week's 5 stories Software-mageddon Earnings season brought its share of punishment. This week's sessions were punctuated by a string of drops of 10% and more. One sector suffered particularly...

An early turn in the US jobs market?

According to Challenger, layoffs hit their highest level for any January since 2009.

From Seoul to Copenhagen via Australia: the three GARP gems

The GARP style appeals for its rare balance: visible growth, reasonable valuation and financial strength. But which companies truly combine all three? Applying a strict filter to the GARP universe...

The reasons behind Bitcoin's bloodbath

With each passing week, crypto investors are hurting more. The week of January 19: -5.7%. The following week: -11.17%. This week: -12.57% so far. In four months, BTC has lost 40% of its value, or...

ETFs or active funds? Your worst enemy isn't fees - it's you!

In the world of investing, an ideological war has been raging for two decades: active management versus passive management . ...

A "regime change": Kevin Warsh, the man who wants to revolutionize the Fed

Since resigning in 2011, Kevin Warsh has been a vocal critic of the Fed. A message that echoes that of Treasury Secretary Scott Bessent.

Novo Nordisk exposed to a price war over obesity treatments

Novo Nordisk's new chief executive could find himself on the wrong side of a potentially destructive price war, as what analysts and investors describe as unprecedented pricing pressure forces the...

MarketScreener's odds and ends: The $1 trillion club has a new member

And it does not make AI chips.

ETFs: how to bet on European value?

At a time when doubts are starting to build around the technology sector and volatility is making investors uneasy, there is a big temptation to explore calmer territory. It is an opportunity to dust...

Opinion: "Floor price" for cars, or how to undermine European strategic autonomy

In 2024, the EU introduced additional tariffs on electric vehicles imported from China, on the grounds that these carmakers benefit from subsidies that enable them to sell at very low prices, to the...

The end of a long-running saga - and plenty of questions

By announcing the appointment of Kevin Warsh as Fed chair, Donald Trump has brought a long-running saga to an end and removed one uncertainty. However, his choice also raises plenty of questions.

The video game industry again rocked by AI

Alphabet has just announced the launch of its interactive world generator. While over 90% of the industry already uses AI agents in game creation, this innovation could prove to be one of the most...

Norway's sovereign wealth fund earns EUR565m a day

The world's largest sovereign wealth fund booked NOK 2,362bn in profits in one year, or around 206 billion euros - the equivalent of over EUR565m in gains per day. In 2025, Norway's sovereign wealth...

The voices shaking Wall Street

At the end of the day, it is only a handful of voices shaping the narrative around US markets. Knowing who they are is key to understanding the levers of the Trump era.

It will ultimately be the other Kevin : Warsh is expected to be named to lead the Fed

While White House adviser Kevin Hassett had long been seen as the frontrunner, it is ultimately former Fed governor Kevin Warsh who is expected to succeed Jerome Powell.

The Week's Best Reads: In praise of Mark Carney and a gold vacuum, amongst other things.

This week, we wanted you to read Mark Carney's Davos speech, in case you missed it. The press review also looks at Europe's defence sector and revisits some dark chapters of history. Not to mention...

Risks are mounting, time to short Japan?

Japan's 40-year bond yield hit an all-time high of 4.24%, regional banks are sitting on record unrealised losses of $21.3 billion, and nearly 80% of Japanese mortgages are variable-rate. Will Japanese...