Portfolio manager’s commentary

 

 

Spring Scholarship?

Spring Scholarship? The favorable economic environment continued in the first quarter of 2017. The global stock market index thus closes the period up by 4.4% in Euros. The ECB has announced the reduction of the envelope devoted to its purchases of securities, from 80...

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Christmas before the hour?

Christmas before the hour? In pursuing the Trump effect, markets are still in a "Risk on" mode. The Italian referendum, despite the victory of the "no" and the resignation 2 days later of Mattéo Renzi, had a positive effect on the indices through the lifting of this...

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And the winner is…

November 2016: And the winner is... After the Brexit, the election of Donald Trump to the presidency of the United States comes again to put the predictions of the polling institutes to bad and test the nerves of the financial markets. The unseemly and unconventional...

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Lifting of short-term uncertainties

September 2016: Short-term uncertainties lifted The SITUATION of the markets: Global financial markets have regained some stability this summer and seem to have digested the surprise vote in favour of the Brexit. Publication of figures in the United States that...

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Brexit…

The art of controlling inflation The markets, polling institutes, and even bookmakers woke up this morning taken against the foot (preopened at-12% on Eurostock 50) by British voters who made the choice to leave Europe. The convinced Europeans and the managers were...

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