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The solid experience provided by the arrival of Nico Thill and ongoing presence of Cédric Lenoble on BLI’s Executive Committee are also an excellent opportunity to amalgamate BLI’s teams around key areas of expertise.
Guy Wagner and his team in their latest monthly market report “Highlights”.
The reduction in government spending from last year’s high levels and the general rise in prices are undermining the growth potential for the rest of the year.
Jean-Baptiste Fargeau is our Fund Selector of the Month for April.
In such a situation, the real incomes of households as well as the profit margins of many companies fall, which has a negative impact on private consumption and investment, and thus on economic growth.
A year ago, I wrote that rather than indulging in the traditional exercise of new year predictions, it would be better to consider the big picture and the potential implications of that picture on investment decisions.
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