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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 […]

HEBDO – Gestion de fortune

PERFORMANCES 2019 Actions Obligations MSCI Monde +20.8% CHF Corp +2.9% S&P 500 +24.2% US Govt +7.4% Stoxx 600 +20.0% US Corp +14.1% Nikkeï +16.4% US HY +12.1% SPI +28.2% EUR Gvt +8.8% Chine +28.9% EUR Corp +8.1% Emergents +7.3% EUR HY +8.5% Devises Matières 1ères USD index +1.4% Or +15.3% EURUSD -3.3% Argent +9.3% EURCHF […]

HEBDO – Gestion de fortune

PERFORMANCES 2019 Actions Obligations MSCI Monde +22.2% CHF Corp +2.9% S&P 500 +25.8% US Govt +7.9% Stoxx 600 +21.1% US Corp +14.2% Nikkeï +17.0% US HY +12.0% SPI +29.4% EUR Gvt +9.0% Chine +28.3% EUR Corp +8.0% Emergents +9.0% EUR HY +8.3% Devises Matières 1ères USD index +2.3% Or +13.5% EURUSD -4.0% Argent +9.3% EURCHF […]

Revue stratégique d’investissement

STRATEGIE ET MACRO Allocation d’actifs Enracinement du chaos politique Fatigue macro Une fenêtre transitoire de faible volatilité L’évolution des monnaies, facteur décisif Obligations essentiellement chères, mais rares   Actions attractives mais fragiles Les fondamentaux restent passables, sans plus. La fourniture de liquidités et les prévisions (forward guidance) des banques centrales restent le principal facteur de […]

HEBDO – Gestion de fortune

PERFORMANCES 2019 Actions Obligations MSCI Monde +20.8% CHF Corp +2.7% S&P 500 +24.0% US Govt +8.0% Stoxx 600 +19.0% US Corp +13.9% Nikkeï +15.1% US HY +11.6% SPI +27.0% EUR Gvt +8.7% Chine +29.2% EUR Corp +7.7% Emergents +8.9% EUR HY +7.9% Devises Matières 1ères USD index +1.7% Or +14.6% EURUSD -3.3% Argent +10.4% EURCHF […]

HEBDO – Gestion de fortune

PERFORMANCES 2019 Actions Obligations MSCI Monde +20.0% CHF Corp +2.4% S&P 500 +23.4% US Govt +7.2% Stoxx 600 +20.2% US Corp +13.0% Nikkeï +15.6% US HY +11.9% SPI +26.6% EUR Gvt +8.5% Chine +29.7% EUR Corp +7.8% Emergents +8.1% EUR HY +7.9% Devises Matières 1ères USD index +2.3% Or +14.5% EURUSD -4.1% Argent +9.8% EURCHF […]

HEBDO – Gestion de fortune

PERFORMANCES 2019 Actions Obligations MSCI Monde +20.0% CHF Corp +2.3% S&P 500 +22.7% US Govt +7.5% Stoxx 600 +20.2% US Corp +13.3% Nikkeï +16.6% US HY +12.0% SPI +26.8% EUR Gvt +9.0% Chine +32.6% EUR Corp +7.9% Emergents +10.7% EUR HY +7.8% Devises Matières 1ères USD index +1.8% Or +15.6% EURUSD -3.4% Argent +13.2% EURCHF […]

HEBDO – Gestion de fortune – 06 novembre

PERFORMANCES 2019 Actions Obligations MSCI Monde +18.8% CHF Corp +2.3% S&P 500 +21.3% US Govt +7.5% Stoxx 600 +17.8% US Corp +13.2% Nikkeï +14.6% US HY +11.9% SPI +25.7% EUR Gvt +9.1% Chine +29.1% EUR Corp +7.7% Emergents +7.8% EUR HY +7.5% Devises Matières 1ères USD index +1.2% Or +17.9% EURUSD -2.8% Argent +17.0% EURCHF […]

HEBDO – Gestion de fortune – 28 octobre

PERFORMANCES 2019 Actions Obligations MSCI Monde +17.2% CHF Corp +2.5% S&P 500 +19.9% US Govt +7.7% Stoxx 600 +17.7% US Corp +13.2% Nikkeï +13.7% US HY +11.8% SPI +24.1% EUR Gvt +9.5% Chine +28.6% EUR Corp +7.7% Emergents +6.7% EUR HY +7.7% Devises Matières 1ères USD index +1.4% Or +16.3% EURUSD -3.0% Argent +13.4% EURCHF […]

HEBDO – Gestion de fortune – 17 octobre

PERFORMANCES 2019 Actions Obligations MSCI Monde +16.5% CHF Corp +2.5% S&P 500 +19.3% US Govt +7.8% Stoxx 600 +16.5% US Corp +12.9% Nikkeï +12.2% US HY +11.5% SPI +23.9% EUR Gvt +9.5% Chine +30.0% EUR Corp +7.5% Emergents +6.0% EUR HY +7.6% Devises Matières 1ères USD index +2.0% Or +16.2% EURUSD -3.5% Argent +12.4% EURCHF […]