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Category: Weekly

Weekly Investment Strategy

These Disturbing Digital Friends In this latest edition of our weekly investment strategy update: The support of structural and cyclical factors ; A series of unquestionable victories ; A tricky dilemma for policymakers ; Fixed income. Inflation is on everyone’s lips ; Currencies. Higher yields, lower dollar ; Equities. The market believes in Janet Yellen’s […]

Weekly Investment Strategy

Elon big gamble In this latest edition of our weekly investment strategy update: Iconoclastic visionary or megalomaniacal adventurer? ; Non-benign stakes for Tesla ; Fixed income. Time for upgrades ; So, where to find value? ; and Equities. After liquidity, back to fundamentals. Click here to read our weekly financial markets update report.   Disclaimer […]

Weekly Investment Strategy

Middle-East effervescence In this latest edition of our weekly investment strategy update: Biden takes a clear bend ; Towards the end of the Middle-East oil rent ; Towards a complex triangulation? ; US probably can’t afford a rupture ; Currencies. Towards an USD pause or more strengthening to come ; Currencies. More than limited BoE […]

Weekly Investment Strategy

Unrealistic expectations In this latest edition of our weekly investment strategy update: SPACs echo the dot.com bubble ; When prices no longer matter… ; Currencies. The latest unloved segment ; Fixed income. The BoJ is drawing a new paradigm ; Equities. A difficult start for the global vaccination ; and Equities. Retail renaissance. Click here […]

Weekly Investment Strategy

Cancellation, what cancellation? In this latest edition of our weekly investment strategy update: De facto cancellation ; Tongues are loosening! ; Fixed income. The risks are not where you think ; Currencies. Change with continuity ; Equities. Waiting for the 6G ! ; and Equities. A boom in semiconductors. Click here to read our weekly […]

Weekly Investment Strategy

EU False priorities In this latest edition of our weekly investment strategy update: EU is proving more mercantilist than strategic ; Fixed income. Chasing opportunities ; Currencies. Nothing seems to be able to derail the Yuan ; Equities. Covid mutants scare the stock market ; an Equities. Chinese Big Techs not on the US blacklist. […]

Weekly Investment Strategy

Sweep In this latest edition of our weekly investment strategy update: The ¨terrible¨ fate of autocrats ; Short-term tailwinds for Biden yes, but… ; Fixed income. US inflation break-evens still have some room ; Fixed income. The ECB is still searching its own road ; Equities. Reflation and green disruption ; Equities. The social media […]

Weekly Investment Strategy

Bad reputation In this latest edition of our weekly investment strategy update: Bonds still deserve … interest! ; Profligates cannot afford yield normalization ; Currencies. Will the lasts be firsts across EM? ; Equities. Focus on economic recovery ; Equities. Big Tech, 3 methods, 1 goal ; and Equities. Our thematic convictions for 2021, and […]

Weekly Investment Strategy

Apotheosis In this latest edition of our weekly investment strategy update: Optimism clearly takes over ; Currencies. The same old song ; Equities. Attempts to break technical resistances ; and Equities. Increased pressure on Chinese companies. Click here to read our weekly financial markets update report.   Disclaimer This document is solely for your information […]

Weekly Investment Strategy

Saying or doing… In the latest edition of our weekly investment strategy update: Light at the end of the tunnel, they say… ; … but ¨cool heads / strong hands¨ still remain – very – skeptical! ; Fixed income. Just an ECB recalibration ; Fixed income. Easier refunding for banks is ensured ; Currencies. Wait-and-see […]