Analysis

This section brings together our structured perspectives on the economy and financial markets. Market letters, Macroscopes, Insight videos, and Deep Dives combine education, conviction, and a broader perspective. A space designed to inform your decisions with rigor and clarity.

Perspectives16/06/2026
Why independent financial advisors are the first performance lever for CFOs
Independent financial advisor for CFOs: banking conflicts of interest and hedging strategies.
market letter29/05/2026
Market Letter - June 2026
Markets under pressure: key signals to watch across currencies, interest rates and commodities.
Perspectives18/05/2026
Hedge Accounting: optimize your IFRS reports (9, 13, 16) without burdening your processes
Understanding IFRS: hedge accounting, derivatives, OCI/P&L impacts and hedging strategies.
Macroscopes12/05/2026
Straits, inflation, interest rates and currencies: your exposures are becoming more complex
Inflation, interest rates and FX: more complex risks require new hedging strategies.
market letter01/05/2026
Market Letter - May 2026
Energy, inflation, currencies: markets remain tense amid Middle East conflict.
Perspectives21/04/2026
Market Due Diligence: why auditing financial risks is crucial before an acquisition
Why EBITDA is not enough: identify FX & commodity risks impacting margins and cash flow.
market letter01/04/2026
Market Letter - April 2026
The conflict in the Middle East is intensifying and its repercussions are already being felt.
Perspectives31/03/2026
Infrastructure financing: optimizing interest rate pre-hedging before financial closing
In project finance, interest rates are not a “market detail”.
market letter02/03/2026
Market Letter - March 2026
Return of extreme volatility across all markets and renewed inflation risks amid the war in the Middle East.
Perspectives11/02/2026
Interest rate hedging strategies: how to protect the profitability of your LBO during periods of volatility ?
Protect your LBO’s profitability: swaps, caps, collars & hedge adjustments after rate rises.
market letter30/01/2026
Market Letter - February 2026
FX: dollar under pressure, volatility on the rise
Macroscopes19/01/2026
The new paradigm: the “Donroe Doctrine”
Discover how every U.S. policy decision sends shockwaves through the global economy.

Analysis

Why independent financial advisors are the first performance lever for CFOs

Market Letter - June 2026

Hedge Accounting: optimize your IFRS reports (9, 13, 16) without burdening your processes

Straits, inflation, interest rates and currencies: your exposures are becoming more complex

Market Letter - May 2026

Market Due Diligence: why auditing financial risks is crucial before an acquisition

Market Letter - April 2026

Infrastructure financing: optimizing interest rate pre-hedging before financial closing

Market Letter - March 2026

Interest rate hedging strategies: how to protect the profitability of your LBO during periods of volatility ?

Market Letter - February 2026

The new paradigm: the “Donroe Doctrine”