Abr 06, 2020
Weekly Investment Focus

«Gold is looking for new record highs»
In real terms, inflation adjusted, the price of an ounce of gold doesn’t look that high. In an uncertain
economic environment, where central banks are printing money like never before, there are good reasons
to conclude that it could quickly rise to new highs, above 2,000 dollars.

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Mar 30, 2020
Weekly Investment Focus

«New bull market or dead cat bounce?»
Stockmarkets rallied as investors speculated that rescue packages will blunt the coronavirus pandemic’s toll on the economy: the Dow Jones Industrial Average saw its biggest three-day gain since 1931

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Mar 23, 2020
Weekly Investment Focus

«States and central banks are there, but…»
Unlike the subprime crisis or the Greek crisis, states and central banks reacted swiftly and massively. Investors welcome these actions, but they want to see signs of economic recovery to be reassured. They are right.

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Mar 17, 2020
Weekly Investment Focus

Usually, there is a lag of several weeks or even months between the peak of very high volatility and the bottom of the stock market.
The good news, however, is that the trough is never far away and there are many temporary rebounds.

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Mar 09, 2020
Weekly Investment Focus

«The coronavirus outbreak is evolving, so are our portfolios»
Global markets tumbled, with stocks falling the most in more than a decade,
oil prices collapsing and bond yields hitting fresh-all time lows,
as coronavirus fears shake investor confidence.

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Mar 02, 2020
Weekly Investment Focus

«How to take advantage of the next upturn?»
Airline stocks have made a strong correction since the beginning of the coronavirus outbreak.
Surprisingly, air freight carriers could be among the first to benefit from the upturn in China in the near future.

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Feb 24, 2020
Weekly Investment Focus

«Following the recent flash crash, what to do with risk-off assets?»
Who should we believe: investors who protect their portfolios by selling oil, buying bonds and gold or those who buy equities?

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Feb 19, 2020
Weekly Investment Focus

«Chip stocks won’t get cheap»
The cyclical nature of the semiconductor industry allows it to generate
twice the performance of the S&P 500 index; 60% versus 29% last year.
With the economic recovery, 2020 will be no exception.

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Feb 19, 2020
Weekly Investment Focus

«Should we trust in the real estate investing business?»
Real Estate Investment Trusts (REITs) have produced abnormally low returns over the past five years.
In 2019, the relative performance of the sector has been negatively correlated with the market.
Nevertheless, there are pockets of performance.

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Feb 04, 2020
Weekly Investment Focus

«Public health emergency and low global growth, really?»
The World Health Organization describes the coronavirus as a high international threat,
while Gross Domestic Product for the fourth quarter of 2019 was published in slowdown.
This worrying news has prompted investors to take profits and buy hedging strategies.
This risk-off period will not last.
The outlook is much better than it appears… Investment opportunities are emerging on the stock market.

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