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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.
14 déc. 2021
2022: should we still invest in equities?
3 déc. 2021
Omicron: tactical investment strategy recommendations
29 nov. 2021
The fifth wave and European assets: what should we do?
22 nov. 2021
Will inflation rise further? Yes. And real rates? No. Medium term impact on portfolios
12 nov. 2021
European small caps: are they still a worthwhile investment?
8 nov. 2021
Tactical strategy in a consistently resilient bull market
26 oct. 2021
What’s not to like about oil?
19 oct. 2021
Investment strategy for those who believe in a lasting stagflation
12 oct. 2021
Global energy crisis and asset allocation
8 oct. 2021
Will consolidation continue? What should we do?
4 oct. 2021
Let’s look at French residential property outlook
28 sept. 2021
Evergrande is not the problem, the Chinese property market is
21 sept. 2021
Is it still time to invest in the Japanese market?
15 sept. 2021
China remains a worthwhile investment
6 sept. 2021
European investors should hope the Left wins in German election
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