Mathieu Savary
Chief Strategist
“We are truly unconstrained, out-of-the-box, independent thinkers with a proven record of calling the European markets right.”
Mathieu Savary Chief Strategist,
European Investment Strategy
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Explore our researchEquities
The outperformance of defensive sectors through most of 2018, with booked profits of 25% in just 7 months.
Rates
The pause in Fed rate hikes at the end of 2018.
Currencies
The euro rally in 2017 and the yen rally in 2018, generating a combined gain of 25%.
Alternatives
The top of the cryptocurrency boom in 2017 and the bottom of the bust in 2018, with booked profits of 140%.
Mathieu Savary
Chief Strategist
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