Our Asset Allocation strategy: 23/09/19 Equity markets were more mixed last week, with a slight increase in Stoxx600 (+ 0.3%) and a slight decline in the S & P500 (-0.5%). The quality values have…
Our Asset Allocation strategy: 16/09/19 Equity markets rebounded last week, as bonds and gold fell. The most striking fact remains the very strong sector rotation, with the decline of…
Our Asset Allocation strategy: 09/09/19 We arrive at a crossroads, with a crash indicator that has fallen sharply over the week, to return to 50/100 (under 50/100 markets are…
Arbitrages in our portfolios – 09/09/19 Arbitrages in our portfolios..
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