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H2O Asset Management
An independent asset management company
Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-21T22:22:36.986Z. Cached copy · Source on h2o-am.com
Generated by All in One SEO v4.9.4.1, this is an llms.txt file, used by LLMs to index the site.
# H2O Asset Management
An independent asset management company
## Sitemaps
- [XML Sitemap](https://www.h2o-am.com/sitemap.xml): Contains all public & indexable URLs for this website.
## Posts
- [Insights & Views](https://www.h2o-am.com/insights/) - Explore the latest publications and insights from H2O Asset Management, including market analysis, corporate news, and press releases.
- [Podcast ThinkMacro : Episode 6](https://www.h2o-am.com/fr/podcast-thinkmacro-episode-6/) - Entre politiques expansionnistes, dette croissante et dépendance aux mesures de soutien, l’économie américaine affiche une vigueur trompeuse. Vincent Chailley, Directeur des investissements d’H2O AM Groupe analyse les ressorts de cette croissance artificielle et les risques qui en découlent : jusqu’où la première économie mondiale peut-elle tenir sous perfusion ?
- [ThinkMacro Podcast : Episode 6](https://www.h2o-am.com/thinkmacro-podcast-episode-6/) - Fueled by stimulus and debt, the U.S. economy appears resilient — but the foundations may be far weaker than they seem. Vincent Chailley, H2O AM Group CIO breaks down the drivers of this artificial high and the risks behind it: how long can America sustain its growth on borrowed momentum?
- [H2O AM lance Generative Global Macro,un fonds discrétionnaire s’appuyant sur l’IA Générative pour identifier les biais de finance comportementale](https://www.h2o-am.com/fr/h2o-am-lance-generative-global-macroun-fonds-discretionnaire-sappuyant-sur-lia-generative-pour-identifier-les-biais-de-finance-comportementale/) - Paris, Londres, Monaco, 22/01/2026 En intégrant des outils d’IA Générative, ce nouveau fonds s’inscrit dans le savoir-faire historique d’H2O AM et vient enrichir l'expertise en finance comportementale de la société de gestion. S’appuyant sur une approche Global Macro et top-down, expertise historique de la société, son objectif sera de surperformer le taux quotidien ESTER +2.00%
- [H2O AM launches Generative Global Macro, a discretionary fund supported by generative AI to identify behavioural finance biases](https://www.h2o-am.com/h2o-am-launches-generative-global-macro-a-discretionary-fund-supported-by-generative-ai-to-identify-behavioural-finance-biases/) - Paris, London, Monaco, 22/01/2026 By integrating Generative AI tools, this new fund builds on H2O AM's long-standing expertise and further enhances the asset management company's behavioural finance acumen. Based on a global macro and top-down approach, the company's historical expertise, its objective will be to outperform the ESTER daily rate +2.00% per year*1 over a
- [Bilan 2025](https://www.h2o-am.com/fr/bilan-2025/) - En 2025, au sein de nos portefeuilles, nos stratégies sur les marchés émergents ont été les principales contributrices à la génération d'alpha
- [2025 Performance Review](https://www.h2o-am.com/2025-performance-review/) - Within our allocation, the Emerg
…
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