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Global Investment Outlook

Semestre 2026: à l'horizon des événements

L’économie mondiale procède à un recalibrage. Comment les investisseurs doivent-ils réagir? Pour en savoir plus, consultez nos Perspectives globales d’investissement de 2026.

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Aperçu du marché

Nos expertes et experts observent et analysent les secteurs, les marchés et les entreprises en continu. Leurs analyses fondées et leurs estimations du marché vous apportent une base solide pour prendre des décisions de placement bien réfléchies. Pour suivre les tendances en temps réel, lisez nos informations régulières sur le marché.  

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Chip rally overshadows Iran tensions

Asian equities rose on Friday as semiconductor shares recovered, with investors focusing on artificial intelligence-related capital spending despite renewed US-Iran military tensions and risks to oil supplies. US equities also advanced on Thursday, led by a rebound in chip stocks, while...
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Oil rises as Middle East tensions hit stocks

Oil prices extended gains on Thursday after fresh US military action against Iran heightened concerns about energy shipments through the Middle East, weighing on risk appetite across major equity markets. US stocks were mixed on Wednesday, European stocks fell sharply, and Asian markets mostly...
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Iran map
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US strikes lift oil, chip jitters hit stocks

Oil prices jumped on Wednesday after the US launched new strikes against Iran following attacks on commercial vessels near the Strait of Hormuz, raising concerns that a fragile ceasefire in the Middle East could unravel and add to inflationary pressure. Equity sentiment was already under strain...
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Asian stocks fall on AI doubts

Asian equities traded lower on Tuesday as investors questioned whether profits across the semiconductor sector can continue to justify lofty AI-related valuations, even after Samsung Electronics reported another record quarterly operating profit. South Korean and Japanese stocks led the declines.
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Insights

Nos "Insights" ont pour but de vous divertir, vous inspirer, vous surprendre et vous informer. Des auteurs et auteures externes et internes y rédigent des articles passionnants consacrés à l'économie et aux finances, mais aussi à l'art et à la société. Venez y jeter un œil. 

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Sustainability

Rewilding: Bringing back the wilderness

Rewilding restores the natural dynamics of damaged ecosystems. We explain why key species, such as rhinos, play a central role in this process, and why successful conservation projects can only be achieved in partnership with the local population.
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Investment strategy

The dawn of a new space age

In the past, the space race was a proxy war fought in orbit, fuelled by ideology and engineering prowess. Today that rivalry has been reborn, but with governments now joined by private companies seeking access to the space economy.
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Sustainability

Europe's hunt for secure, affordable, lower-emissions energy

Renewables can form a key part of Europe's long-term energy solution, but imported fossil fuels still power most EU activities, creating short-term challenges.
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Sustainability

Transition investments: A pragmatic approach

Polluting industries have no place in a sustainable portfolio - or do they?
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