Anglais
A 4 to 7 pages document published every Monday morning, on a key current subject for the markets, always with operational conclusions in terms of investment strategy.
11 déc. 2019
Investing in Chinese equities in the next six months
3 déc. 2019
Do widening high-yield spreads spell danger
22 nov. 2019
S&P 500: an everlasting market?
19 nov. 2019
Risk premium compression: how far will it go?
13 nov. 2019
End of Fed rate cuts: What next for the markets?
4 nov. 2019
Why we still like the Japanese market
29 oct. 2019
Should we overweight EM equities?
20 oct. 2019
Brexit forever: latest instalment and outlook for the next few weeks
11 oct. 2019
Markets do not price in the ‘Warren risk’
3 oct. 2019
Should we expect a correction comparable to that of autumn 2018?
26 sept. 2019
Ukrainegate: is this relevant for the markets?
23 sept. 2019
Does cyclicals/defensives rotation make sense?
12 sept. 2019
The ECB is doing its job: so what?
9 sept. 2019
A final look at the yield curve
2 sept. 2019
Global economic and market outlook
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