Portfolios

Our Market Analysis : 25/11/2017

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.

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Posted by christophe in Market Analysis, Portfolios

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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Posted by christophe in Buy, Sell, Watchlist, Portfolios

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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Posted by christophe in Buy, Sell, Watchlist, Portfolios

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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Posted by christophe in Market Analysis, Portfolios

Our Market Analysis : 18/11/2017

A new corrective week for the European indices, with -1.2% for the stoxx600NR which widens further the gap with the S & P500 which remains stable boosted by the adoption by the House of Representatives of the text on the tax reform promised by Donald Trump.

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Posted by christophe in Market Analysis, Portfolios