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A 4 to 7 pages document published every Monday morning, on a key current subject for the markets, always with operational conclusions in terms of investment strategy.
4 May 2026
US Tech - afer the rebound
28 Apr 2026
China and Brazil: our strategic picks among EM equities
20 Apr 2026
Iran: Can we expect peace and what consequences for investors?
13 Apr 2026
2026 vs 2022: More stagnation than inflation from the shock
7 Apr 2026
Long-term implications of the Iran conflict: what news - good or bad - can we expect?
31 Mar 2026
Epic Fury +30: we reiterate our strategy
24 Mar 2026
Stagflation implications for investors
17 Mar 2026
Ormuz, Kharg and investment strategy
9 Mar 2026
Is private debt a threat?
3 Mar 2026
Iran historical shock: what next?
24 Feb 2026
Supreme Court decision: too early to rejoice
20 Feb 2026
European mines and banks were among our top sector picks in 2025; and now?
13 Feb 2026
Have you thought about South Africa?
2 Feb 2026
Concerned about the Bund? What next?
27 Jan 2026
Look at Japanese bond yields rather than Trump. A Japanese ‘Liz Truss moment’?
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