Our Asset Allocation : 29/01/2018 Equities remain well oriented overall, with very few sectors (Telecom, Media, Utilities in Europe)…
A large ETF in our Watchlist – 26/01/18 …which are benefiting from the rally in crude oil and raw materials, as well as good news policies…
A country of the American continent in our Watchlist ETF – 25/01/18 …and the introduction of customs barriers could put pressure on the local economy. However, the latest statements by the…
A Middle East Country in our ETF Watchlist – 24/01/18 …composed in particular of two important sectors, financials (c.52%) and industrials (c.16%)…
Our Asset Allocation strategy : 22/01/2018 This week it is still in the universe of Bonds that the variations of scores were the most important, with the…
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European indices ended stable (-0.1%) against a rise of 2.2% for the S & P500, while the parity Euro / dollar was finally the star of the week closing at morethan 1.24 to a high of 3 years , after the intervention of US Treasury Secretary Mnuchin who stressed Wednesday in Davos that a "weaker dollar" was "good" for the United States and that in parallel of M.Draghi at the ECB that seems to indicate that nothing will be done to stem the decline of the dollar on the European side, and quite the opposite of the US point of view.