marchés financiers

Persistent Disruptions: Finding New Value in the Global Economy

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Persistent global economic disruptions are forcing institutional investors to re-evaluate traditional valuation models, with circular economy strategies emerging as a primary mechanism for identifying long-term value. According to recent market analysis from Robeco, the transition from linear “take-make-waste” models to circular systems provides a structural hedge against supply chain volatility and resource scarcity. By decoupling … Read more

Epic Fury: Economic & Financial Impact Analysis by Generali AM

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Generali Investments Analyzes Market Impact of “Operation Epic Fury” Global markets are bracing for potential fallout from the escalating conflict in Iran, dubbed “Operation Epic Fury.” Vincent Chaigneau, Head of Research at Generali Asset Management, is analyzing possible scenarios and their economic and financial repercussions, focusing on the potential impact on government bonds, equities, credit, … Read more

Why Empires Fall: Inflation, Not Bankruptcy

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2026-01-16 22:26:00 Le marché obligataire comme gardien endormi Le fait que les marchés des obligations d’État n’aient pas encore réagi violemment intrigue de nombreux observateurs. Dans les années 1990, on parlait de « justiciers des obligations » : ces investisseurs protestaient contre les politiques inflationnistes en vendant des obligations, ce qui faisait grimper les taux d’intérêt … Read more