Asset allocation
role of fundamentals, investor behavior, regulatory and prudential changes
Highlights
December 2011
Strategy The Euro’s Survival and traditional asset classes prospects for 2012
On the basis of the survival «in fine» of the Euro through a constrained and massive indirect monetization from the ECB, what are the expectations for 2012 on foreign exchange, short-term rates, long-term rates and (...)
Strategy
Bond market: Investment opportunities on yield curves
Strategy
Forex, a value added in an allocation between real and financial assets
Archives
Latest articles |
Popular articles |
August 2011
Opinion Equity markets: two mistakes to avoid.
The negative news flow coming from financial markets does not mean we should give up. This article provides two small pieces of advice or rather two mistakes that must be avoided or that must never be repeated.
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August 2011
Strategy Investing during market turmoil
The idea that considers equity investing as long term has simply become absurd nowadays and has been so during the last 10 years. Let us be reassured. Opportunities will still be around. The only real question nowadays is how to allocate between real assets and financial (...)
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March 2011
Strategy Financial markets: hedging against new structural risks and stagflation
There are at least four new structural risks to consider: regulation, Middle East, euro zone’s crisis, and again the idea of a change in growth model of emerging countries.
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January 2011
Opinion Stock markets: upcoming crash in 2011
The recent rise in stock markets is rather artificial and based on fragile factors. The structural ones remain bearish: prudential developments, systemic risk, and true inflation expectations in the long term mainly in the United (...)
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Latest articles |
Popular articles |
Opinion Equity markets: two mistakes to avoid.
The negative news flow coming from financial markets does not mean we should give up. This article provides two small pieces of advice or rather two mistakes that must be avoided or that must never be repeated.
|
Strategy Investing during market turmoil
The idea that considers equity investing as long term has simply become absurd nowadays and has been so during the last 10 years. Let us be reassured. Opportunities will still be around. The only real question nowadays is how to allocate between real assets and financial (...)
|
Opinion Stock markets: upcoming crash in 2011
The recent rise in stock markets is rather artificial and based on fragile factors. The structural ones remain bearish: prudential developments, systemic risk, and true inflation expectations in the long term mainly in the United (...)
|
Strategy Financial markets: hedging against new structural risks and stagflation
There are at least four new structural risks to consider: regulation, Middle East, euro zone’s crisis, and again the idea of a change in growth model of emerging countries.
|
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