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.
31 août 2021
What happens to the markets in the wake of tapering?
24 août 2021
The Afghan crisis and eight strategic lessons. Impact on the markets
28 juil. 2021
Quick question: will the S&P 500 be higher in six years’ time than it is today?
20 juil. 2021
European consumers at the forefront in the face of the Delta variant. What should we do?
7 juil. 2021
Delta variant, global economy and investment strategy. What to expect?
22 juin 2021
Tapering and investment strategy
15 juin 2021
US inflation numbers and outlook
8 juin 2021
Investing in the MSCI China makes sense
1 juin 2021
Revisiting the links between equities and inflation, and a look at the current situation
25 mai 2021
Seven (tentative) lessons to learn from the recent cryptocurrency crash
18 mai 2021
Sudden, powerful reflation: what now in terms of strategy?
27 avr. 2021
Are we on the cusp of a market correction?
19 avr. 2021
Oil price to rise further
12 avr. 2021
European Small Caps: stop or more?
7 avr. 2021
Biden: infrastructures or tax hikes, which will prevail?
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