Portfolios
25
Nov
2017
24
Nov
2017
A US Sector in our Watchlist – 24/11/17
…On the first point, the approval of the tax plan of D.Trump by the House of Representatives is a positive element that is in line with …
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22
Nov
2017
One entry and one exit in our Active Dollar Portfolio – 22/11/17
We integrate an emerging country in our Active Dollar Portfolio
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21
Nov
2017
A US sector in our Watchlist – 22/11/17
…An example that should be followed by many traditional players, which could end up overshadowing …
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19
Nov
2017
Asset Allocation Strategy : 20/11/2017
A new consolidation week for Equities and Bonds.
There is no general correction at this point even though…
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19
Nov
2017
Global Macro Portfolio – 17/11/17
19
Nov
2017
Active Dollar Portfolio – 17/11/17
19
Nov
2017
Megatrend Euro Portfolio – 17/11/17
19
Nov
2017
Active Euro Portfolio – 17/11/17
18
Nov
2017
A week of rebound for the European indices with a rise of 0,77% for the STOXX600NR, which was not acquired at the beginning of the week given the failure of the negotiations for a "rainbow" coalition in Germany, but at the end of the week it seemed certain that the SPD, the other major formation besides the CDU, was willing to negotiate to form a new government with Merkel by reconsidering its initial decision to join the opposition.