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Dynamic urban scene showcasing interconnected light trails representing digital communication networks.
Digitalisation lntélligence artificielle
Agentic AI, robotics, biotech (MANBRIC) & smart cities: capital shifts from software to physical.
Thesis. The 2026 AI cycle shifts from conversational models to "digital workers" (agents) and physical AI (robots, driving, inspection); value migrates from the model layer to operational integration and automated real assets, converging directly with smart cities and tokenizable infrastructure. Key Data. ~71% of companies are expected to integrate AI agents into key functions…
2 days ago0Comments
Black and white image highlighting a 20 euro bill in a cash register, capturing financial concepts.
Cryptos
MiCA × ISO 20022: The Dual Plumbing Reshaping European Finance
Thesis. Two "invisible" projects converge in 2026: the completion of the licensed perimeter under MiCA (crypto) and the ISO 20022 mandate for structured addresses (payments). Together, they shape the compliance-execution layer of European programmable finance. Key data. MiCA: ART/EMT applicable since 30/06/2024; CASP since 30/12/2024; end of grandfathering on 01/07/2026 (some states earlier: Germany/Ireland…
2 days ago0Comments
Detailed view of brown coffee beans being roasted in a steel machine, capturing the industrial process.
Analyse de marchéAnalyse de marché
Commodities & ESG taxonomy: real returns in a world of real assets
Thesis. Raw materials are regaining a core portfolio role (hedging a multipolar world and AI electrification), while European ESG shifts from an obligation-based regime to a market-driven one, less reporting, more pricing. Key Data. January 2026 records: gold ~$5,405/oz (2025 annual average: $3,431, +44%), silver >$121/oz, LME copper $13,238/t. Citi scenarios (Q3 2026): Brent…
2 days ago0Comments
Analyzing financial charts with a calculator and chocolate coins.
Analyse de marchéAnalyse de marché
Gold  against stocks
Gold was indeed a high-Sharpe asset during certain windows from 2025 to early 2026, and long-term bonds did under perform. However, as of September 7, 2026, gold does not "beat tech stocks" over 12 months. NVDA and the S&P have higher TTM returns than those shown in the table. The illustrative recalibration (TTM window,…
4 days ago0Comments
An elegant setup with a notebook, pen, and gold bar, embodying luxury and style.
Analyse de marchéAnalyse de marché
Rising Demand for Direct Ownership of Physical Gold
The Financial Times reports a marked shift among wealthy investors toward direct ownership of physical gold and secure, individually allocated storage. In 2026, purchases by this group have surged to record levels, signaling a retreat from electronic exposure in favor of tangible assets. Industry observers highlight capacity constraints across premier vault facilities. London dealer Sharps…
09/04/20260Comments