11.11.2025
Markets don’t run on hype — they run on earnings.
Every market cycle has its story. Yesterday it was zero rates and stimulus. Today it’s artificial intelligence. Tomorrow it’ll be something else. But beneath the noise, one truth endures: profits move markets.
In the 2010s, U.S. corporate earnings grew 11% per year. In the 2020s, they’re still near 10% — twice the historical average. That’s not speculation, that’s execution.
Companies now do more with less: fewer workers, more automation; fewer factories, more cloud. Wall Street isn’t rising on hope — it’s rising on delivery.
But history reminds us: profits are the foundation, not the trigger. When confidence fades, even strong earnings can’t lift markets. For now though, the math still works — and profits keep playing the right tune.
Watch the video by John Plassard, Partner & Head of Investment Strategy at Cité Gestion!
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16.10.2026
Mental Health: A Booming Market
As one of the hardest-hit countries in Europe, mental health has been designated a major national cause in France since 2025. Faced with considerable medical needs and after decades without major innovation, new discoveries are finally emerging—notably the major resurgence of LSD.
Jérôme Berton analyzes one of the most important health issues, the main areas of innovation, and the companies positioned to benefit from them.
Link to the program14.10.2026
Will France keep financing yesterday, or start investing in tomorrow?
As debt, pension costs and interest payments rise, France risks sacrificing tomorrow's opportunities to finance yesterday's commitments.
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08.10.2026
Interview - Major Trends in the Wealth Management Industry
In an exclusive interview, our CEO, Christophe Utelli, discusses the major trends in the wealth management industry as well as our response to the challenges these trends present.
Cité Gestion aims to offer independent portfolio managers a flexible approach that combines entrepreneurial freedom, operational excellence, and an international outlook. This model is supported by multi-booking, high-performance technological solutions, and access to the expanded capabilities of the EFG Group.
05.10.2026
Appointment of Bruno Cesana & welcome to Jean-Christophe Faust!
We are delighted to announce the appointment of Bruno Cesana as a banker and the arrival of Jean-Christophe Faust to the position of Chief of Staff.
Read more30.09.2026
Can the U.S. economy live with a 5% 10-year Treasury yield?
Discover why higher rates, rising mortgage costs, and expensive oil have not slowed the U.S. economy.
Read more25.09.2026
Naïma Karamoko x Cité Gestion
Congratulations to Naïma on her victory in the WTA 125 Valencia doubles tournament!
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