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Tag: OECD

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Detailed black and white shot of a futuristic metallic robot arm, showcasing advanced technology.
lntélligence artificielle

AI, semiconductors, robotics & biotech: the most capital-intensive investment cycle in history

AI capex has become an infrastructure cycle of utility-like scale , comparable to railroads or the electrical grid , with a readable value chain: semiconductors (the cluster of megacaps that the market now groups under acronyms like "MANBRIC": Microsoft, Apple, Nvidia, Broadcom, and others), data centers, energy, and now physical robotics. Biotech remains the pocket…
3 days ago0Comments

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A stunning aerial view of a vibrant cityscape at night, showcasing modern skyscrapers illuminated against the night sky.
ESG Data ServicesESG Data Services

Smart cities, ESG taxonomy & carbon markets: extra-financial data is becoming measurable, therefore investable

Thesis ESG enters its accounting phase: the European taxonomy, CSRD and carbon markets are transforming extra,financial data into quantifiable data , and therefore into allocation signals. Smart cities represent the physical application ground: sensor-driven buildings, mobility, energy and water, whose flows (and savings) become financeable assets. Facts. Voluntary carbon market: ~$2 billion today, commonly…
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Vertical view of modern skyscrapers in Warsaw with glass facades reflecting the sky.
Urbanisation

L’analyse financière pour la structuration d’investissements en Smart Cities identifie trois instruments clés

L'analyse financière pour la structuration d'investissements en Smart Cities identifie trois instruments clés. |a| L'iShares Smart City Infrastructure UCITS ETF de BlackRock affiche une performance de 57,35 % sur 5 ans avec une volatilité de 14,48 % et un TER de 0,40 %. |b| Le Fonds infrastructure smart city de Vanguard et |c| Blackstone Infrastructure…
09/25/20260Comments

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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,…
09/07/20260Comments

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Colorful stock market board displaying various company stock performances and trends.
Analyse de marchéAnalyse de marché

The Perfect Storm: Oil’s Spike, Japan’s Debt Shock, and Nvidia’s Quiet Bond Exit

Oil prices surged sharply after the US announced new strikes on southern Iran. Brent crude exceeded $92 per barrel, while WTI approached $90. Yields on 30-year Japanese government bonds (JGBs) surpassed 4.18%, and Nvidia exited the corporate bond market. How does this affect gold? Several explosions were reported near Bandar Abbas, Qeshm, and the Strait…
09/07/20260Comments

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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

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