Last August, Bernard Arnault (LVMH) overtook Jeff Bezos (Amazon) as world’s richest person. The luxury giants have performed brilliantly on the stock market. There is a lot of talk about the wealthy getting richer as a result of the Covid crisis as a direct explanation for this trend. But it is no longer the rich who are driving this industry and our team believes that this success is much more structural than that: the luxury sector is perfectly future-proof.
Six years after the announcement of the Brexit, five years after the transatlantic "shock" of Trump's election, a few months after the withdrawal from Afghanistan, our team anticipates that a [...]
The new military alliance between Australia, the United Kingdom and the United States (AUKUS) illustrates nothing more than a reheating of the Cold War between China and the West. In [...]
In 2024, the German military fighter planes that guarantee the country's role in NATO's nuclear sharing will be outdated. If this equipment is not replaced, Germany will no longer be [...]
Our team is always impressed by the broad vision provided by this exercise in exploring the future of the upcoming major political events. Whilst checking the following elections in Africa, [...]
The dollar will collapse only if the United States decides to let it collapse. The country is now in a situation where it is getting closer to having to make [...]
Cash, gold, commodities and cryptos - A strong case The above remarks reinforce our recommendations from last March "A short guide for investors in times of reflation/inflation". A new monetary [...]