In the next few days, H2O AM will star the reimbursment phase following a partial reimbursement of the FSSSN end of december 2022, reaching the first threshold of a €250 million reduction in its nominal value
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?