Portfolios
28
Juil
2017
28
Juil
2017
Pan Africa : launching a medium term buy signal? (PAF) – 28/07/17
25
Juil
2017
Two exits et two entries in our Active Dollar Portfolio – 25/07/17
24
Juil
2017
Global Macro Portfolio : one entry – 24/07/17
22
Juil
2017
Active Dollar Portfolio – 21/07/17
22
Juil
2017
Megatrend Euro Portfolio – 21/07/17
22
Juil
2017
Active Euro Portfolio – 21/07/17
22
Juil
2017
Global Macro Portfolio – 21/07/17
22
Juil
2017
Our Market Analysis : 22/07/2017
21
Juil
2017
This week was full of contradictions, which lead once again to flatness (-0,5% for the Stoxx600 and flat for the S&P500).
It was also a rich enough period with both positive and negative developments. Firstly, the Q2 corporate results are so far of good quality and exceed the expectations in Europe and the USA with encouraging prospects for the second half of the year, which is excellent news confirming a new cycle of rising profits has begun, and is expected to translate into a virtuous circle of lowering unemployment, rising consumption and increasing investment.