– As we are heading into a busy news week with Fed announcements, many Q2 earnings results and EU key data publications, July might reinforce the return of investors towards quality growth equity investing. All funds performed strongly in June, 100%...
– As we are waiting for several important speeches this week, we are expecting further volatility until the end of the month as we saw during May. Despite uncertainty and the rotation, our fund managers haven’t experienced much redemptions, confirming long term...
– The positive trend in global equities continued in April amid an ongoing positive macro-economic backdrop (improving PMIs, recovering GDPs and solid employment numbers) and a strong start to the earnings season while central banks maintained their...
– Global equities had a strong performance in March supported by the ongoing economic recovery and positive vaccine news flow. While defensive sectors recovered, cyclical sectors continued to perform well and the rotation triggered further profit taking in...
– We are convinced to be in the early innings of a major period of disruption, pushed by rapid technology advancements and changing consumer preferences. Falling computing costs, the rise of artificial intelligence, and ubiquitous connectivity are dramatically...
– Global equities had a choppy start of the year. The risk-on trade continued in the first weeks of January, the trend reversed at the end of the month as new Covid-19 variants triggered new lockdowns but more importantly markets were shaken by one of the...
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.Ok
