AUTHOR
Frederic Guirinec
Frederic is an investment analyst. He started his career at JP Morgan in Paris. He has more than ten years of experience investing in private equity and also worked with the 3i debt management team investing in private debt.
Why the food crisis could get worse
Commodities
Why the food crisis could get worse
The invasion of Ukraine is one of several factors that have pushed up food prices. We can’t expect a return to normal in 2023. Investors should be war…
2 Sep 2022
Macron has failed France – but there is still plenty to invest in
European stockmarkets
Macron has failed France – but there is still plenty to invest in
Emmanuel Macron won a convincing victory in France's presidential election, but he has no clear vision for halting the country’s decline. Frédéric Gui…
28 Apr 2022
Why investors may need to pivot from ESG towards carbon-intensive industries
ESG investing
Why investors may need to pivot from ESG towards carbon-intensive industries
Investors have been keen to show their green credentials by shunning carbon-intensive industries. The cost of that virtue signalling is now becoming a…
1 Apr 2022
The best ways to invest in private equity
Investment strategy
The best ways to invest in private equity
Cheap debt and high fees have been a winning formula for private equity. Investors should consider buying the fund managers as much as the funds, says…
2 Apr 2021
The challenge for central Europe – and how to invest
Emerging markets
The challenge for central Europe – and how to invest
After years of being Europe’s fastest-growing region, the Visegrád Group’s economic model may be reaching its limit. But central Europe still offers r…
16 Jul 2020
The two faces of Emmanuel Macron
Economy
The two faces of Emmanuel Macron
Emmanuel Macron, the French president, presents himself internationally as a bold statesman – yet his much-needed domestic reforms are remarkable for …
15 Nov 2018
Four wheels good, two wheels better
Economy
Four wheels good, two wheels better
British riders are dominating the Tour de France again. Could the publicity, along with advances in electric bikes, encourage us to swap four wheels f…
17 Aug 2018
The Baltic states: throwing off a history of conflict and communism
Share tips
The Baltic states: throwing off a history of conflict and communism
The Baltic states' economies are too small to attract the attention of many investors – but it’s worth keeping an eye on dynamic entrepreneurial marke…
29 Jun 2018
The clowns move in: what Italy’s dysfunction means for investors
Economy
The clowns move in: what Italy’s dysfunction means for investors
Italy’s politics have long been an international joke – but after an exceptionally farcical election at a difficult time, that joke isn't funny any mo…
8 Mar 2018
Why Europe’s strongman may wobble
Economy
Why Europe’s strongman may wobble
Viktor Orban’s policies have raised fears about the future of democracy in Hungary, but voters like his handling of the economy. Frédéric Guirinec rep…
2 Mar 2018
Why Putin’s legacy is the world’s cheapest stockmarket
Economy
Why Putin’s legacy is the world’s cheapest stockmarket
There are good reasons for foreign investors to be nervous about Russia. But there are also reasons for cautious optimism about its future, says Frédé…
12 Jan 2018
How to invest in the next Google while it’s still small
Share tips
How to invest in the next Google while it’s still small
Picking the start-up stars of the future can be a potential minefield, but listed incubators and accelerators offer some great buying opportunities, s…
19 Oct 2017
The man who wants to revolutionise France
Economy
The man who wants to revolutionise France
Emmanuel Macron has promised a “profound transformation” of France. Investors should be sceptical about whether he can succeed, says Frederic Guirinec…
13 Jul 2017
Check out this emerging European gem
Economy
Check out this emerging European gem
The Czech Republic is roaring ahead, yet on a price-earnings ratio of nine, it’s the cheapest stockmarket in the world after Russia, says Frederic Gui…
2 Jun 2017
Polish stocks are poised to soar
Stockmarkets
Polish stocks are poised to soar
Fears over the impact of Poland’s current government are overdone – and that spells opportunity for patient investors to buy some good firms cheaply, …
10 Apr 2017
Private equity funds for the public
Economy
Private equity funds for the public
Listed private-equity funds can offer individual investors superior returns. But picking the best funds requires extensive analysis, says Frederic Gui…
3 Feb 2017