All News
January 2023 – Markets & Convictions
13-01-2023Equity markets ended the year 2022 largely in the red: S&P500 -19.44% / Nasdaq -32.97% / Europe Stoxx600 -12.9% /…
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February 2023 – Markets & Convictions
16-02-2023Mr. Powell’s press conference following the recent FED rate hike was certainly one of the strangest in many years. The…
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March / April 2023 – Markets & Convictions
12-04-2023The recent decline of American and Swiss banks, SVB and Credit Suisse, highlights the potential impact of rising interest rates…
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May 2023 – Markets & Convictions
26-05-2023Stock markets are holding up despite the bank failures in the United States. Equity investors seem to be ignoring the…
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July 2023 – Markets & Convictions
07-07-2023The stock markets have displayed significant divergence since the beginning of the year, with a notable outperformance in favor of…
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October 2023 – Markets & Convictions
27-10-2023The stock indices show signs of fatigue with divergent performances. The recent acts of terrorism sadly remind us that global…
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September 2023 – Markets & Convictions
12-09-2023Equity markets have rebounded strongly, driven not by earnings growth but by the expansion of multiples. At the same time,…
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Energy Transition with W. Smith & M. Fernley, Volta (Hedge Fund)
07-08-2023RJ Management has been building a strong conviction in energies since 2020. This initially took the form of positions in…
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