🎤 A few days ago, Philippine Watteaux, co-manager of the MacroSphere Global Fund at Gay-Lussac Gestion, was a guest on Mounir Laggoune’s Finary Talk to explore three key themes shaping portfolios in 2026:
→ Macroeconomic analysis to identify drivers of performance
→ The foreign exchange market
→ De-dollarisation and its implications for investors
🤝 A thought-provoking discussion, reminding us that we are at a critical juncture in the macroeconomic cycles for asset allocation.
Thank you to Mounir Laggoune and the whole Finary team for this discussion.
👉 You can watch the Finary Talk with Philippine Watteaux here:
https://lnkd.in/erN-C_nB
This discussion naturally ties in with the launch of Macro In Motion, the weekly podcast hosted by Philippine Watteaux alongside Loic Cadiou, co-manager of the MacroSphere Global Fund at Gay-Lussac Gestion. Every weekend, in just a few minutes, they discuss key macroeconomic themes and their implications for the markets.
👉 To follow their analysis, find Macro In Motion on Spotify and Apple Podcasts:
https://lnkd.in/eRCUR68n
https://lnkd.in/eACfmryH