#Market Strategy — 06.07.2018

July 2018: Investment Strategy Update

Our analysis is that markets are still supported by strong fundamentals in terms of economic growth and earnings growth, but they need to digest the risks, including a potential trade war between the United States and its partners.

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#Market Strategy — 03.12.2018

Ho! Ho! Ho!: Will the Market Deliver a Santa Claus Rally for X’MAS??

President Trump and President Xi came to a trade truce at the G-20 meetings this past weekend.

#Market Strategy — 11.11.2018

Video: our investment strategy recommendations for November by Florent Brones

The market consolidation in October does not jeopardise the major factors that have been driving the upward trend in the stock markets for 10 years

#Market Strategy — 11.10.2018

A Big Market Sell-off: Is this the End of the Cycle?

Global equity markets saw a sharp sell-off last night with S&P 500 -3.3%, Nasdaq -4.1% and Euro Stoxx -1.7%.

#Market Strategy — 12.09.2018

Video: our investment strategy recommendations for September by Florent Brones

The bull market over the medium term is not over.

#Market Strategy — 10.09.2018

September 2018: Investment Strategy Update

Volatility has remained low over the summer but is still possible in the coming weeks and months as long as short-lived risks persist.

#Market Strategy — 28.08.2018

Jackson Hole: Central Banker Meeting And Monetary Policy Update

Jackson Hole brought no major change in central banks policies. Central banks are tightening their policies at very different speed.

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