Clément Chenneveau

Wealth Architect @ Altium Family Office

[Clément Chenneveau @CChenneveau]

The April inflation reading in the US fell to 4.9% year on year and core #inflation (excluding food and energy) fell to 5.5%. #Energy prices have come down sharply compared to a year ago. This means headline inflation is running lower than core inflation. https://t.co/Z2jJ0PtGDa

[Clément Chenneveau @CChenneveau]

Equities have had a strong start to the year with US #equities up nearly 8%. However, the rally isn’t broad based. Our analysis shows the US equity market returns have been dominated by 5 stocks (Apple, Microsoft, Amazon, Nvidia and Alphabet). https://t.co/GZdfS4vyr8

[Clément Chenneveau @CChenneveau]

Concerns over a looming global #recession have picked up of late, even if the narrative has shifted to a ‘soft’ or even ‘no landing' scenario. The distress seen in the financial sector serves as a reminder of how quickly things can change. #economy https://t.co/iLef5xu2kJ

[Clément Chenneveau @CChenneveau]

Implementing credit can come in a variety of forms so we walk you through the spectrum of below-investment grade credit #investing with a focus on identifying which liquid and semi-liquid strategies that can potentially work best for a given #investor. https://t.co/J50P3VKUH2

[Clément Chenneveau @CChenneveau]

While a short-term ‘inflation surprise’ is behind us, there is potential for a medium- to longer-term #inflation regime to develop. Our latest paper suggests how to position portfolios for different outcomes. #economy #investing https://t.co/MT7r19pkLP

[Clément Chenneveau @CChenneveau]

How do you budget for active management? It's not a one-size-fits-all exercise. Our paper outlines how you can potentially invest based on three considerations: 1) conditions for success 2) characteristics of each market and 3) fees. #investing https://t.co/tebynspCfv

[Clément Chenneveau @CChenneveau]

Our observations are largely positive across the #HedgeFund landscape. While our outlook appears clear to us, the timing and magnitude of impacts are uncertain, further justifying a diversified blend of hedge fund strategies. #investing https://t.co/EGZnxR8a5M

[Clément Chenneveau @CChenneveau]

Inflation has been falling since late 2022 as temporary price pressures continue to roll-off. Recent economic data has hinted that the Fed will need to continue to tighten, as more stickier price pressures are not falling as quick as they would like. https://t.co/I7ab1d6pI4

[Clément Chenneveau @CChenneveau]

Fourth quarter #earnings have surprised on the upside but still showed a broad decline. However, earnings have not declined as much as forecasted. #investing #economy https://t.co/BMPN2i8TxR

[Clément Chenneveau @CChenneveau]

[PODCAST] 2022 was not a year for bond #investors, but with #inflation beginning to roll over, a strong start to the year, and #bonds now offering the levels of income we haven’t seen in 20 years, 2023 looks far more optimistic. #investing https://t.co/T8V7m0iOFR

[Clément Chenneveau @CChenneveau]

2022 was a shock to the system and represented a regime change. Our strategic research professionals look at different aspects of this regime change that will impact the way we all invest in 2023 and beyond. #investing #economy https://t.co/W8iE6W07uY

[Clément Chenneveau @CChenneveau]

Surprise indices shows to what extent actual data differed from consensus opinion/forecast. Having spent most of 2021 and 2022 surprising on the upside, #inflation has begun surprising on the downside. #investing #economy https://t.co/ake2pZlgWg

[Clément Chenneveau @CChenneveau]

What would you do differently if you knew you're going to live to be 100? @Rich_Nuzum discusses living and working longer from a recent @WEF breakfast event. #retirement #wealth #WEF23 https://t.co/dY60cWNH38

[Clément Chenneveau @CChenneveau]

Annual #inflation rates in the developed world have likely peaked. However, they remain well above the 2% targeted by most central banks. While goods inflation is cooling sharply, services inflation appears more sticky. #investing #economy https://t.co/T5KZRKZ1nY

[Clément Chenneveau @CChenneveau]

Yields have increased in 2022 across the broad fixed income universe as central banks hiked interest rates in their effort to fight inflation. Now we see the market value of negative yielding debt reach zero, having peaked at close to $20 trillion in 2021. https://t.co/phpT5SGb7g

[Clément Chenneveau @CChenneveau]

LIVE: What are the top risks for organizations this year? Learn more in the 2023 Global Risks Report: #Risks23 #WEF23 @WEF @Zurich @MarshMcLennan https://t.co/3o7wj1LoVl

[Clément Chenneveau @CChenneveau]

2022 was a truly torrid year for financial #markets with few places to hide. A conflict in Europe coupled with high global #inflation and hawkish central banks triggered a simultaneous decline in equity and bond markets for the first time in 150 years. https://t.co/JZ0LHuCWFf

[Clément Chenneveau @CChenneveau]

Don’t miss our most popular pieces from 2022. Here are our most-read pieces capturing everything from the #FutureofWork and unlocking real #health and well-being to reshaping #retirement and #investment outcomes. https://t.co/nW36BF5EWw

[Clément Chenneveau @CChenneveau]

The US dollar tends to peak well before the peak in central bank policy rates. Is the recent downturn in the #dollar indicating other currencies may become more attractive as the pace of tightening begins to slow? See our latest outlook: #economy https://t.co/OC4cNP1oDB

[Clément Chenneveau @CChenneveau]

The last 12 months have seen significant upheaval in global #markets. Many notable events had a profound impact on the world as we know it. We have translated these into 3 #investment themes for investors for 2023 and beyond. https://t.co/bv927ppCOr