Recherche
15 Dec 2020
China’s corporate defaults are soaring. Opportunity rather threat for Chinese assets
9 Dec 2020
Investors, don’t rule out cryptocurrencies offhand
30 Nov 2020
EPS to grow even more than expected in 2021
24 Nov 2020
S&P 500 at 4000 in H1? Yes. Rally through year-end? Maybe not
17 Nov 2020
Vaccine: there are questions, but let’s not spoil the mood: a powerful macro and market performance driver
16 Nov 2020
Investment dashboard november 2020
10 Nov 2020
Is the outcome of the election really good news for investors?
3 Nov 2020
Assessing Europe’s recessive adjustment and its fallout
20 Oct 2020
Biden, a friend of the markets? possibility of Blue Sweep and fallout
14 Oct 2020
Covid-19, vaccines, markets and sectors
12 Oct 2020
Investment dashboard October 2020
7 Oct 2020
Let’s look on the bright side, towards China
28 Sep 2020
In the US, confusion and no clear winner on 3 November: a bleak scenario for the markets?
21 Sep 2020
Brexit is back: Boris Johnson’s recent decision and its implication
16 Sep 2020
Please do not ignore the impact of the Fed’s new strategy on asset allocation
4 Sep 2020
Trump isn’t gone yet, so what next for the markets?
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