“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.
“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.
“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.
“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.
“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.
“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.