Cedric Dingens

Flamboyant management is back The new decade marks the big comeback of the global macro managers who put their stamp on the ‘70s and ‘80s. With inflation, commodities, high interest rates and volatility returning to the forefront, we could indeed be headed back to the glory days of flamboyant managers…

Le retour de la gestion flamboyante La nouvelle décennie marque le grand come-back des gérants global macro qui ont marqué les années 1970 et 1980. Avec le retour sur le devant de la scène de l’inflation, des matières premières, des taux élevés et de la volatilité, on pourrait bien revenir…

The only thing certain is uncertainty Faced with the current unpredictability, hedge funds are regaining their protective role To paraphrase Socrates, the financial markets have long convinced us that there is little certainty in investing. Today, with the war that has just broken out in Europe, the spectre of inflation,…

La contribution des investissements alternatifs à l’allocation d’actifs Le débat sur l’inflation a été particulièrement animé ces derniers temps et, tandis que s’affrontent la thèse d’une inflation provisoire et celle d’une inflation structurelle plus élevée, force est de constater que le discours de la banque centrale américaine a considérablement évolué…

La contribución de las inversiones alternativas a la asignación de activos El debate en torno a la inflación es intenso estos días y aunque los argumentos de los que sostienen que la inflación es pasajera chocan con los de quienes defienden el retorno de una inflación estructural más elevada, es…

The contribution of alternative investments to asset allocation The debate around inflation is raging these days. While the arguments in favor of temporary inflation clash with those advocating the return of higher structural inflation, it is clear that the narrative of the US central bank has considerably evolved in recent…

The contribution of alternative investments to asset allocation The debate around inflation is raging these days. While the arguments in favor of temporary inflation clash with those advocating the return of higher structural inflation, it is clear that the narrative of the US central bank has considerably evolved in recent…

The contribution of alternative investments to asset allocation The debate around inflation is raging these days. While the arguments in favor of temporary inflation clash with those advocating the return of higher structural inflation, it is clear that the narrative of the US central bank has considerably evolved in recent…

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Revue trimestrielle des investissements - Q4 2021 En 2021, tandis que le monde se débattait avec la covid et ses multiples variants, les marchés financiers ont à nouveau enregistré d’excellentes performances grâce au maintien des programmes de relance colossaux mis en place par les banques centrales. La réponse des autorités…