16 May 2022 Chart of the week: did growth stocks lose their lustre? For years, US technology stocks have beaten the rest of the market. And not by...
29 September 2021 A value-growth barbell strategy The 10-year and 30-year US yields are pushing towards the top of their trend...
15 June 2021 Oddo BHF: we avoid hyper-growth stocks “Focus on quality. Anticipate four structural trends that will dominate our...