Analyse de marchéKepler Cheuvreux has undergone a major strategic transformation since 2020. The integration of Ellipsis AM (Private Equity focused on Small/Mid-Caps) along with the approval of a Private Credit arm (Direct Lending/Structured Credit) of €12 Billion (AUM) currently underway (Run-Rate) represents one of the most successful examples of capital arbitrage and institutional leverage in Europe.
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Catherine Austin Fitts, in an interview clip, asserts that Lloyd's of London insurance decisions by the City…
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Evaluation of the Dynamics of Strategic « Backfires » and Liquidity Contagion following the « True Due Diligence » of Banks (JPM, Goldman, Barclays)
Our multi-model analysis confirms a structural break in Private Credit (PC). The…
Post-restructuring cash flows of Altice France (SFR Group)
Following the restructuring of Altice France (SFR Group), effective October 1, 2025…
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Evaluation of Kepler Cheuvreux’s Asset Management Methodology (PE/Private Credit Integration via Ellipsis AM)
Premium Shockwave: War-Risk Hikes Trigger Global Food and Fuel Shortages
Analyse technique de l’optimisation fiscale de TotalEnergies via sa filiale de trading à Genève. Application des principes de pleine concurrence (arm’s length principle)
Safe Haven Showdown: Why Gold’s 14% Dip Signals Strength While Bitcoin Plummets
Iran’s Strait of Hormuz Leverage: Is the Petrodollar System Cracking?
