It’s here! Take your first look at Euro Stars 2023. Citywire reveals the 250 portfolio managers who stand out for their risk-adjusted outperformance.
ThinkMacro Podcast : Episode 9
Six months in, and the macro picture looks nothing like a quiet year. In this mid-year review, Vincent Chailley, CIO at H2O AM Group & Monaco S.A.M., sits down with Thomas Delabre, Portfolio Manager and macro specialist, to take stock of a first half shaped by the Iran war, the closure of the Strait of Hormuz, and the return of the AI theme with a vengeance. Three worlds, three very different stories – a resilient Europe with no real growth engine, a US walking an increasingly fine line, and an Asia quietly accumulating structural advantages the market is still underestimating. Where do we stand, and what comes next?