Portfolios
Megatrend Euro Portfolio – 15/12/17
Active Euro Portfolio – 15/12/2017
Our Market Analysis : 16/12/2017
A sectorial US ETF in our Watchlist – 15/12/17
…this should give the market time to balance because of strong demand and lack of investment for…
A European Country in our Watchlist – 13/12/17
…seem to indicate a loss of momentum of the latter who would struggle to find a…
Two exits and two entries in our Megatrend Euro Portfolio – 13/12/17
We integrate a thematic World ETF and a sectorial Europe ETF in our Megatrend Euro Portfolio…
One exit and one entry in our Active Dollar Portfolio – 13/12/17
We integrate a Materials ETF in our Active Dollar Portfolio
The week was marked by a significant performance gap between Europe (Stoxx600: -0.26%) and the US (S & P500: + 0.9%) supported by the FED which has as expected increased its rates by 25bp and confirmed that there will be three new hikes in 2018 while inflation remains very weak.