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.
30 mars 2021
Should we still overweight cyclicals vs defensives in Europe?
23 mars 2021
EM equities: remain cautious
16 mars 2021
Increase eurozone equity holdings a touch
9 mars 2021
Remember the reflation 2016-18 and look at where we are now
2 mars 2021
A green bubble? No, but…
23 févr. 2021
Good news, inflation is picking up (albeit slightly)
16 févr. 2021
The sun also rises, in Jerusalem
9 févr. 2021
Does the rise in US bond yields spell danger?
1 févr. 2021
Signs of market exuberance? yes, but no equity bubble
26 janv. 2021
Forget about Brexit and the new variant for a while. Invest in UK equities
20 janv. 2021
Chinese assets will be key in investments in 2021
12 janv. 2021
Forget about the Capitol and expect positive surprises from America
6 janv. 2021
Georgia runoffs warrant early-2021 focus
Contenu extrait du site https://www.cahiersvertsdeleconomie.com/