News
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Back to a slight underweight in equities
The situation on the financial markets has changed more fundamentally in recent months than it has in a long time.
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Waiting for a clear signal
The 2022/2023 period was marked by a meteoric rise in money-market rates, from 0% to 5% in just a few months in the United States.
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Growth depends on credit… and vice versa
The mutual dependence between the real economy and the banking sector goes without saying. This is obvious when everything is going well [...]