Wealthybites / Stephane Renevier, CFA

Stephane Renevier, CFA

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Who is Stephane Renevier, CFA

I started out as a multi-asset analyst at British fund manager Schroders, and later worked as a portfolio manager at Wells Fargo, where I managed long-short global macro strategies across all asset classes.

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From the author

insights6 mins read
Five investing resolutions to make for 2024

To become a smarter, better-informed investor in 2024, you could resolve to learn about a new asset class (say, bonds) and get your hands dirty playing with a model or crunching some numbers yourself.

insights7 mins read
How to find the bonds you want for the year ahead

Government bonds are more defensive: they tend to perform well in an economic downturn as they benefit from falling interest rates. So buy them if you fear a hard landing.

Stephane Renevier, CFADecember 18 2023
insights4 mins read
Why oil prices matter, far more than you realise

Roaring demand, tight supply, and strong investor interest have all boosted oil prices recently.

Stephane Renevier, CFAOctober 30 2023
insights6 mins read
Nope, AI’s not a bubble, says Goldman

enturing into a tech revolution often starts with excitement and knee-jerk investments, which can result in a bubble that eventually pops.

Stephane Renevier, CFANovember 15 2023
insights7 mins read
The dangers to financial stability aren’t gone: They’re just lurking

Europe might not be facing an imminent crash, but the ECB's financial stability experts found that three types of risks could imperil the financial system.

Stephane Renevier, CFANovember 30 2023
insights6 mins read
AI could send these five education stocks to the head of the class

AI is about to shake up the education industry big time, not just by shrinking costs, but also by ramping up profits with cooler and more effective products that attract new customers and keep existing ones coming back for more.

Stephane Renevier, CFANovember 23 2023
insights6 mins read
Morgan Stanley’s top five thematic trade ideas right now

Morgan Stanley’s just dropped its 2024 forecast, and it’s a goldmine. I’ve prospected five of its hottest trade nuggets, each one aimed at turbocharging your portfolio.

Stephane Renevier, CFANovember 21 2023
insights8 mins read
Hot TIPS: Why these bonds are extremely attractive right now

Think of TIPS as government bonds with a superpower: the bond’s principal (the original amount loaned), and its semi-annual interest payments, adjust with inflation rates.

Stephane Renevier, CFANovember 9 2023
insights6 mins read
Why it’s time to start gazing at the “R-Star”, the only interest rate that matters

The r-star, or the natural rate of interest, is the “price of money”, the sweet spot that keeps our savings, investments, and inflation in harmony.

Stephane Renevier, CFAOctober 24 2023
insights6 mins read
Five investing resolutions to make for 2024

To become a smarter, better-informed investor in 2024, you could resolve to learn about a new asset class (say, bonds) and get your hands dirty playing with a model or crunching some numbers yourself.

insights7 mins read
How to find the bonds you want for the year ahead

Government bonds are more defensive: they tend to perform well in an economic downturn as they benefit from falling interest rates. So buy them if you fear a hard landing.

Stephane Renevier, CFADecember 18 2023
insights4 mins read
Why oil prices matter, far more than you realise

Roaring demand, tight supply, and strong investor interest have all boosted oil prices recently.

Stephane Renevier, CFAOctober 30 2023
insights6 mins read
Nope, AI’s not a bubble, says Goldman

enturing into a tech revolution often starts with excitement and knee-jerk investments, which can result in a bubble that eventually pops.

Stephane Renevier, CFANovember 15 2023
insights7 mins read
The dangers to financial stability aren’t gone: They’re just lurking

Europe might not be facing an imminent crash, but the ECB's financial stability experts found that three types of risks could imperil the financial system.

Stephane Renevier, CFANovember 30 2023
insights6 mins read
AI could send these five education stocks to the head of the class

AI is about to shake up the education industry big time, not just by shrinking costs, but also by ramping up profits with cooler and more effective products that attract new customers and keep existing ones coming back for more.

Stephane Renevier, CFANovember 23 2023
insights6 mins read
Morgan Stanley’s top five thematic trade ideas right now

Morgan Stanley’s just dropped its 2024 forecast, and it’s a goldmine. I’ve prospected five of its hottest trade nuggets, each one aimed at turbocharging your portfolio.

Stephane Renevier, CFANovember 21 2023
insights8 mins read
Hot TIPS: Why these bonds are extremely attractive right now

Think of TIPS as government bonds with a superpower: the bond’s principal (the original amount loaned), and its semi-annual interest payments, adjust with inflation rates.

Stephane Renevier, CFANovember 9 2023
insights6 mins read
Why it’s time to start gazing at the “R-Star”, the only interest rate that matters

The r-star, or the natural rate of interest, is the “price of money”, the sweet spot that keeps our savings, investments, and inflation in harmony.

Stephane Renevier, CFAOctober 24 2023
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