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Quarterly Strategy R-co Valor & R-co Valor Balanced
The first quarter of 2026 was marked by a sudden shift in market sentiment. After a start to the year favouring risky assets, March saw the markets shift towards a new environment.
Fixed Income Quarterly Strategy
In an environment shaped by an energy shock and a reassessment of monetary policy expectations, interest rate markets experienced a significant correction. Credit overall remained resilient, reinforcing the importance of selectivity.
Strategic metals: Is an inevitable supercycle on the horizon?
Driven in particular by the energy transition, interest in the mining sector—and more specifically in strategic metals—has grown significantly in recent years.
In a tense Fixed Income market, where are the opportunities still to be found?
After several years marked by significant rate volatility, the environment is becoming more readable. However, while inflation has stabilized, certain external factors could influence the monetary trajectory.
Office REITs at historical high discount : structural shift or market mispricing?
Since the end of the Covid-19 pandemic, office Real Estate companies have continued to struggle on the stock market. They are underperforming the Eurozone Real Estate index across all sectors.
Is flexibility the key to success in Fixed Income markets?
With yields tightening on the fixed income markets, where can opportunities be found and how can they be seized when they arise?