Delphine Jallat

Investment Idea: US Small & Mid Caps - Time to catch up US Small and Mid (SMID) Caps have lagged large caps and especially big tech so far. The S&P 500 went up by 15.3% in H1 2024 whereas the Russell 2000 Index (small and mid cap stocks) finished only 1.7% higher.   While big tech is more driven by liquidity and adoption, SMID caps typically follows the business cycle. Data suggest that the business cycle has become consistent and more predictable than before, and that the economy is expected to expand over the coming months.   Earnings have been historically strong vs large caps and are currently improving. SMID caps have shown higher earnings growth than large caps over the past decade and are expected to post even better results as the economy continues to expand.   Catalyst – SMID caps are highly sensitive to interest rates. Small caps dedicate over 30% of their EBITDA to servicing debt, more than three times their large-cap peers. Recent cracks in the labour market and normalization in inflation point towards imminent rate cuts, which should improve the profitability of SMID caps and propel prices higher. If you wish to gain access to the full presentation of the idea, do not hesitate to contact our team: Romain Duchenne: [email protected] Hugo Poupinel: [email protected] For more information on our company, please access the website below: https://lnkd.in/eFBWjTG4

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Investment in healthcare technology assets has remained stable, both before and after the booming years of 2020 and 2021. This trend is linked in particular to the consolidation of a fragmented sector in which many smaller companies are struggling to provide global solutions and achieve the critical mass required to effectively penetrate the healthcare and life sciences markets. Read the article by Marie-Claude Benoit in ActuIA with data from our European Health Tech Quarterly Report Q1 2024. 👉 Find the link to download the report in the comments! https://lnkd.in/etjFNjxs #clipperton #techinvestmentbanking #healthtech #digitalhealth

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Discover the AI skills, reshaping the world of work & how to harness this transformation in Malt's AI Trends Report Did you know that 40% of AI freelance talents are multi-specialists? This multidisciplinary approach goes beyond technical expertise, enabling you to tackle AI challenges head-on. In this dynamic landscape, freelancers are pushing boundaries like never before, shaping the future of work. Curious to learn more about how freelancers are assisting clients in developing advanced capabilities in Artificial Intelligence? Look no further than Malt's latest report, "Independent Talent: The Secret Sauce to AI Innovation." Click here to download the report: https://lnkd.in/eJZ-mSZ4 #AI #GenAI #Freelance #ArtificialIntelligence #Hiring

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Proud to introduce you to (part of) the team working on the next evolution of Starzdata 🚀 All of this would be a waste of time without the big clients and friends who shared their use cases for a better utilization of Data and AI… thank you Deloitte Oliver Wyman AlixPartners EIGHT ADVISORY AXA en France Zelros Heaviside Centolla Kayrros Carrefour for the precious feedbacks 🙏 🤭 It’s amazing to see that those user pain points still fail to be addressed by multi-billion dollars companies and well funded startups… but that’s the theory of #leanstartup 😀. We found our answer with this amazing group (please apologize our poor diversity ranking), leveraging the last Open Source frameworks and the great Cloud infrastructure of OVHcloud and Google Cloud 💪 : it’s not a data catalog, it’s not a RAG, it’s not an AI Studio… it’s something that anybody can use, provided you have a question to answer or a dataset to enrich. If you want to test our solution, please reach out to me directly and we’ll open a dedicated secured instance for your company. For those working in New York, I’ll be happy to meet with you in July and make a private demo 🇺🇸 #data #generativeAI

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Are you on track and well-equipped for your #CSRD reporting? Join our upcoming #webinar and become future-ready with your #technology and #data approach ! 📆Wednesday 19th of June 🕘 4pm CEST📍Online  With the CSRD directive, companies are expected to carry out a more in-depth assessment of their impact on #ESG factors, needing a robust data strategy and technological involvement. Not quite there yet?  👉 Secure your spot today: https://lnkd.in/eeEfiBDn  In the session you’ll learn:  🔎How to select the right sustainability reporting technology solution  🔄️Approaches to finance & sustainability data integration  📊Common pitfalls & lessons learned from using data and technology for non-financial reporting  🎯How to be XBRL reporting ready  My expert colleagues Sébastien Guéchot, Heta Hartikainen and Robert D. Sweeney from BearingPoint will not only share the lessons they've learned from supporting clients but also provide practical insights on how to leverage data and technology for a successful CSRD journey. 👋 See you Wednesday 19th to transform CSRD reporting hurdles into strategic advantages for your organisation!  *Can’t make it? Register anyway and receive a link to the replay afterwards  

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