« US election won’t knock healthcare stocks down »
In the United States, during the presidential election years, debates on reforming the healthcare system usually penalise the sector… but not always!
Since concerns were already priced last year, 2020 promises to be an excellent year for pharmaceutical, biotechnology and healthcare services stocks.
« 2020: one year to price the cyclical recovery »
Except for a few details, the year 2019 will have looked very much like 2017.
This does not mean that 2020 will have the appearance of 2018…
Two years ago the economic cycle was slowing down, while today it is accelerating:
it is not too late to invest!
« The Yen is ready to fall again »
The VAT increase and the stimulus package are going to contribute to a jump in inflation rate and,
ultimately, to the depreciation of the Japanese yen. After a long consolidation phase,
the USD/JPY exchange rate should test its strong resistance at 114.75 yen.
« The strong franc could become stronger »
Since July 2018, the Swiss franc has appreciated by 6.1% against the euro.
Even if its safe-haven status will be less popular with the global economic upturn,
it should not weaken because the SNB will stop selling it and Swiss companies can deal with a strong franc.
« Fears of missing out urge investors to get on the equity train »
After being on the side lines for two years, investors are now rushing into the stock market,
fearing that they will not benefit from the strong rally in a context of increased optimism about global growth.
« This is value’s time to finally shine »
The market’s love affair with growth stocks is coming to an end. There are
more and more investors who want to see beyond the momentum of FAANG,
awaken the Warren Buffett in them and turn to value stocks.