Eloi Suinot

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.

01 January 2026 at 03:33 am AEDT

Duolingo: a growth rocket that is finally affordable?

The learning platform has seen its market capitalisation slashed by more than 70% from last year's peak, at a time when its valuation was bordering on fiction. But today, the stock is becoming interesting again.

01 January 2026 at 03:23 am AEDT

Lindy Effect: When Older Companies Outperform Newer Ones

At a time when some investors swear by disruptive technologies, it is sometimes century-old companies that deliver the best performance. Building a portfolio made up only of long-established firms would make little sense… but the opposite would be no more reasonable.

25 January 2026 at 10:20 pm AEDT

Generali and alliance politics

Here we look at the ambitions of Francesco Gaetano Caltagirone, an ally of Giorgia Meloni, to take control of one of Italy's financial pillars.

24 January 2026 at 08:59 pm AEDT

European private equity finds alternatives to IPOs

In 2025, European private equity broke records, although exits through initial public offerings are still struggling to regain traction. The ecosystem is adapting and shoring up its alternatives.

24 January 2026 at 08:51 pm AEDT

How can a stock fall despite strong results?

The earnings season is here! To help you get ready, here are a few reading keys that can help you navigate this important period for your portfolio with peace of mind.

18 January 2026 at 05:01 am AEDT

Prosus: more than a discounted Tencent?

Self-proclaimed as the largest consumer internet group outside China and the US, Prosus continues to trade at a discount of about 30% to its net asset value (NAV).

11 January 2026 at 03:00 am AEDT

Why don't Europeans have an equity-market culture?

Are Europeans really more cautious than their American counterparts?

10 January 2026 at 06:43 pm AEDT

Founder-CEOs: a driver of stock outperformance

The idea does not look revolutionary at first glance: a company still run by its founder tends to outperform the market average. Intuitively, it makes sense. But it is worth exploring the reasons and the players involved.

29 December 2025 at 09:41 pm AEDT

No IPO - rather a private exit for the owner of Golden Goose

Permira has held a majority stake in the luxury footwear brand since 2020, after a EUR1.28bn acquisition. While a stockmarket listing had long been considered, the fund is ultimately selling its stake to another fund, HSG, for EUR2.5bn, including debt.

22 December 2025 at 11:24 pm AEDT

The man shaping the future of dating apps

Swiping is over; make room for AI. Justin McLeod, founder of the Hinge app - integrated into Match Group (Tinder, Meetic, etc.) since 2018 - is ushering in a new era of online dating with an intrapreneurial project that puts AI at the heart of matching.

21 December 2025 at 09:20 pm AEDT

Overview of 2026 prospects published by the largest banks

To attempt a balanced article, two American banks, JPMorgan and Goldman Sachs, and two European banks, BNP Paribas and Barclays, were selected.

08 December 2025 at 06:22 pm AEDT

The end of the "European discount" for TotalEnergies?

Patrick Pouyanné bets on the launch of a cross-listing in New York to energize Total's stock. The average P/E over the last four years for its two American peers, Chevron and Exxon Mobil, is 48% higher than that of Total. So what to expect from this new listing, which will come into force on Monday, December 8?

08 December 2025 at 06:00 pm AEDT

A rate cut, yes! But at what cost?

Just as investors were beginning to show serious signs of anxiety about the AI narrative, the "Fed put" has given them fresh hope. While Wall Street is clinging to rate cuts, they are not of course without risk.

01 December 2025 at 06:26 pm AEDT

Understanding geographic dynamics in luxury

Business remains complex in the luxury world, but signs of a rebound are beginning to show. Nothing is being called into question, provided that the big groups remain agile.

24 November 2025 at 11:14 pm AEDT

The most unpredictable year in G20 history is about to begin

The weekend summit in South Africa marks the end of four years of Global South leadership at the G20. For the year ahead, it is the United States' turn to push its agenda and lead the discussions. The lines should move for the G20.

24 November 2025 at 10:16 pm AEDT

Can we invest in China again?

China has repeatedly been considered an "uninvestable" land in recent years. It is true that stock investment in autocracies does not seem the wisest of choices, although foreign investors have nonetheless found appetite for the world's second-largest economy this year.

24 November 2025 at 06:52 pm AEDT

Understanding the comeback of the Spanish economy

For the second year in a row, Spain is the advanced economy that will record the strongest economic growth. The Spanish index is also in good shape, finally returning to its pre-crisis level. This good news makes us want to understand the reasons behind the Spanish economy's good health.

18 November 2025 at 03:10 am AEDT

Everyone will have their share of AI

If you've read enough articles about a potential bubble in artificial intelligence, this one will serve as a counterbalance. A rather unique study has just proven the productivity gains for companies using generative AI.

17 November 2025 at 07:41 pm AEDT

The tobacco industry is becoming healthy again

You may have noticed the impressive performance of cigarette companies on the stockmarket this year? Let's discuss their battle: separating tobacco combustion from nicotine.

10 November 2025 at 09:27 pm AEDT

Are you aware of the 10 geopolitical risks that lie ahead?

BlackRock's internal research center has unveiled the main geopolitical risks likely to affect financial markets. Here are the ten major risks identified, ranked in order of estimated probability.

10 November 2025 at 08:19 pm AEDT