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Tag: investment strategy

Investment Strategy – July 2018

Macroeconomy Temporary slowdown The recent leading indicators carried some important signals for policymakers. Accelerating growth in the US was counterpoised by greater uncertainty about economic growth trajectories in the Eurozone, UK and Japan. Emerging markets meanwhile showed increased signs of stress as exports fell amid a downturn in global trade. Forward-looking indicators showed especially worrying […]

Investment Strategy – June 2018

Macroeconomy The infernal T…rio Over coming months, investors must carefully monitor the three following issues: Trump, Tariffs and ¨Technos¨. Trump. The US President is actually beleaguered on three fronts: politics, economics and defense. Important developments are soon expected to unfold on Mueller investigation on trade and potentially with North-Korea / in the Middle-East. If US […]