Portfolios

A Europe Sector ETF in negative watch in our Watchlist – 08/11/17

The failure of the mega-merger in the US is bad news for the industry, as it increases competition and reminds the difficulty of…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

Asset Allocation Strategy : 06/11/2017

Stocks: South America falls in neutral zone in short term and US weakens.

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Posted by christophe in Market Analysis, Portfolios

Our Market Analysis : 04/11/2017

The week ended with a further rise of the Stoxx600NR of + 0.69%, while the S&P500 appreciated slightly (+ 0.26%) with the continuation of good results in Q3, including tech giants Apple and Facebook.

The US market was on a “wait & see” mood for a good part of the week before the announcement of the new FED chairman, Jerome Powell who is a moderate Republican and should be part of the lineage of Janet Yellen as he consistently supported in his policy of gradual rise rates, and would also be favorable to the easing of banking regulations provided by the White House.

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Posted by christophe in Market Analysis, Portfolios

A Bond ETF in negative watch in our Watchlist – 03/11/17

Emerging debt accounts for about 16% of the global debt stock and has emerged as the best performer in the bond universe….

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

Asset Allocation Strategy : 30/10/2017

A paradoxical situation for equities: several indexes register new highs, but short-term scores are falling a little

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Posted by christophe in Market Analysis, Portfolios