Category: Investment flash

22 Oct

Volatility returns to currency markets

The precious metals sector shone in Q3 (+17.4%), confirming its status as a safe haven in an uncertain global economic environment. Gold (+16.8%) and silver (+10.5%) prices rose significantly during the quarter, bringing their nine-month performance to historic levels of [...] We now believe that an unexpected rebound in the dollar is highly likely Discover [...]
15 Oct

Time to take profits on gold and silver is approaching

The precious metals sector shone in Q3 (+17.4%), confirming its status as a safe haven in an uncertain global economic environment. Gold (+16.8%) and silver (+10.5%) prices rose significantly during the quarter, bringing their nine-month performance to historic levels of [...] A rebound in the dollar could reverse the trend Discover our Investment Flash down [...]
01 Oct

New positive environment for european assets

The very positive trend for real estate came to a halt during the summer, marked by negative performance between the end of June and the end of September, wiping out some of the previous gains. This reversal can be explained by the rise in long-term interest rates, even though the ECB has put its policy [...]
25 Sep

British bonds offer opportunities

The FTSE 100 index has performed extremely well since June, climbing to around 9,200 points, not far from its historic highs. This rise was mainly driven by large international stocks in the energy, commodities and pharmaceutical sectors, which benefited from [...] Following the rise in the FTSE100, a repositioning in bonds is reasonable Discover our [...]
19 Sep

Possible turning point for the Nikkei

The Japanese stock market is at a turning point at the end of Q3. After a remarkable performance of +45% since the April low and a +12% gain YTD, it is now [...] The recent acceleration to 45,000 points is not sustainable Discover our Investment Flash down below: Read more To make sure you don't [...]
10 Sep

Risk of a sell-off on the stock markets ?

The downturn in the job market could prove to be much more significant than it appears. Friday's poor job creation figures have already impacted expectations of a resumption of the [...] A Fed rate cut could trigger significant profit-taking Discover our Investment Flash down below: Read more To make sure you don't miss any of [...]
27 Aug

US securitized real estate favored by FED policy

The average value of real estate in the United States recorded its fifth consecutive monthly decline in June. The S&P CoreLogic Case-Shiller national index rose by only 1.9% year-on-year. However, there are [...] Anticipation of interest rate cuts starting in September supports the real estate market Discover our Investment Flash down below: Read more To [...]
13 Aug

Gold prices under threat from customs duties

The rise in gold prices to $3,500/ounce (futures) was supported by statements from the US Customs Service, which initially declared that imports of gold bars would be subject to customs duties, particularly [...] Trump's comments fail to reassure investors Discover our Investment Flash down below: Read more To make sure you don't miss any of [...]
06 Aug

The US economy is ready to stumble

We might have expected volatility to return at the end of the 90-day truce to reach bilateral agreements, but the markets decided otherwise. The month passed with relative indifference, while [...] The job market is deteriorating and demand is expected to decline Discover our Investment Flash down below: Read more To make sure you don't [...]