07.01.2026
Outlook 2026 – After the year of the 3D, welcome to the 3R Scenario!
After two exceptional years for markets, 2026 is not about euphoria - it’s about the 3R: Repricing, Rotation, and Resilience.
The cycle is not ending, but it is clearly maturing, forcing investors to adapt rather than extrapolate the past. Monetary conditions are easing, growth remains solid, but the market logic is changing.
First, Repricing. Valuations have already done much of the work. From here, returns will be driven by earnings delivery, not multiple expansion.
Second, Rotation. Leadership should broaden beyond a handful of mega-cap tech names toward AI adopters, industrials, services, and selective cyclicals.
Third, Resilience. In a world of geopolitical noise and policy uncertainty, balance sheets, pricing power, and visibility matter more than bold promises.
Artificial intelligence remains a structural theme, but expectations are becoming more demanding. Lower energy prices and easing financial conditions create opportunities, but only for companies able to execute.
2026 is not about chasing everything - it’s about choosing what can last.
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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