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Weekly – Investment Adviser

Acquittal In the latest edition of our weekly financial markets update: White House Race ; Congress will be key; Yuan weakness; Bank of Russia admits local real rates are too high; Like for the yuan last year, trade deal uncertainty is weighting on the GBP; The United States: do they really want to buy Nokia […]

Weekly – Investment Adviser

Did you get your certificate? In the latest edition of our weekly financial markets update: Weekly performances; Filtering investments; Early 2000: the acceleration; Big Tech is not immune; Fixed income. US deficit is not a market worry; Fixed income. Fed sticks to its guns; Indices follow their consolidation plan; Amazon back into the $1,000 billion […]

Weekly – Investment Adviser

PERFORMANCES 2020 Equities Bonds MSCI World +0.6% CHF Corp +0.9% S&P 500 +1.3% US Govt +2.0% Stoxx 600 -0.2% US Corp +2.2% Nikkeï -2.9% US HY +0.2% SPI +1.4% EUR Gvt +2.3% China -2.3% EUR Corp +1.3% Emerging -1.5% EUR HY +0.2% Currencies Commodities USD index +1.6% Gold +4.1% EURUSD -1.6% Silver -0.6% EURCHF -1.5% […]

Weekly – Investment Adviser

PERFORMANCES 2020 Equities Bonds MSCI World +2.2% CHF Corp +0.7% S&P 500 +2.8% US Govt +1.0% Stoxx 600 +1.3% US Corp +1.4% Nikkeï +0.6% US HY +0.7% SPI +2.4% EUR Gvt +1.1% China -2.3% EUR Corp +1.0% Emerging +1.7% EUR HY +0.5% Currencies Commodities USD index +1.2% Gold +2.6% EURUSD -1.1% Silver -0.8% EURCHF -1.1% […]

Weekly – Investment Adviser

PERFORMANCES 2020 Equities Bonds MSCI World +1.4% CHF Corp +0.4% S&P 500 +1.8% US Govt +0.8% Stoxx 600 +0.8% US Corp +0.8% Nikkeï +1.2% US HY +0.7% SPI +0.6% EUR Gvt +0.5% China +1.3% EUR Corp +0.3% Emerging +2.1% EUR HY +0.4% Currencies Commodities USD index +0.7% Gold +2.6% EURUSD -0.4% Silver +1.0% EURCHF -1.0% […]

Weekly – Investment Adviser

PERFORMANCES 2020 Equities Bonds MSCI World +0.4% CHF Corp +0.4% S&P 500 +0.7% US Govt +0.2% Stoxx 600 +0.9% US Corp -0.1% Nikkeï +0.4% US HY +0.3% SPI +0.3% EUR Gvt +0.4% China +1.7% EUR Corp +0.3% Emerging -0.3% EUR HY +0.1% Currencies Commodities USD index +1.0% Gold +2.2% EURUSD -0.9% Silver +0.4% EURCHF -0.4% […]

Weekly – Investment Adviser

PERFORMANCES 2019 Equities Bonds MSCI World +23.9% CHF Corp +2.7% S&P 500 +27.3% US Govt +6.7% Stoxx 600 +22.6% US Corp +14.2% Nikkeï +19.2% US HY +14.0% SPI +29.4% EUR Gvt +8.5% China +33.8% EUR Corp +8.2% Emerging +14.8% EUR HY +9.4% Currencies Commodities USD index +1.3% Gold +15.1% EURUSD -3.0% Silver +9.8% EURCHF -3.3% […]

Annual Investment Review

RETROSPECTIVE An exceptional year for the financial markets despite growing risks Stock markets rose on average by 27% in 2019, bond indices between 7% and 14% and gold by 15% despite a difficult environment: The rise of nationalism and protectionism. A multipolar world with brutal leaders, Donald Trump, Recep Erdogan, Vladimir Putin, Xi Jinping, Jair […]

Weekly – Investment Adviser

PERFORMANCES 2019 Equities Obligations MSCI World +21.8% CHF Corp +2.8% S&P 500 +25.3% US Govt +7.4% Stoxx 600 +20.2% US Corp +14.6% Nikkeï +17.0% US HY +12.6% SPI +28.0% EUR Gvt +9.0% China +29.2% EUR Corp +8.4% Emerging +9.6% EUR HY +8.8% Devises Matières 1ères USD index +1.0% Gold +15.2% EURUSD -2.9% Silver +9.2% EURCHF […]

WM CIO: how to pick the right asset classes amid contrasting opinions

The different asset classes are relatively well valued or expensive. Where should we invest? Which asset class, region or sector should we overweight or underweight? Economists and strategists have many valid arguments about whether they see the glass as half-empty or half-full. China is a good example. I meet many asset managers who tell me […]