01
Oct
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 [...]
30
Sep
European growth is gaining momentum. Leading indicators confirm the recovery. Inflation stabilizes. The ECB takes a break. Moderate outlook for bonds. More favorable environment for real estate and equity markets. Key points European recovery takes hold in Q3 A positive end to 2025 Leading indicators confirm the upturn Household confidence finally confirms its rebound Towards [...]
25
Sep
GDP slump. Divided economy. Inflation remains stubborn. BOE still on hold until Q1 2026. High risk premium for bonds and securitized real estate. Potential appreciation of the pound sterling. Growing risks for the FTSE100. Key points Growth slows after a robust start to the year The UK economy is running out of steam Leading indicators [...]
25
Sep
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 [...]
22
Sep
Resilient economy. Household consumption is recovering. Leading indicators still uncertain. Inflation still too high. No further rate hikes before 2026. Probable rise in the yen. The Nikkei is at an inflection point. Key points Slowdown in Households are spending, but businesses are hesitant Slowdown likely until the end of the year Composite PMI supported by [...]
19
Sep
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 [...]
16
Sep
Growth is slowing as expected. Stagnation likely in Q3 and Q4. Leading indicators uncertain and mixed. Deflation setting in. The SNB must cut rates significantly. Swiss bonds are unattractive. Swiss equities under threat. Key points Moderate growth in Q2 confirms expected slowdown High risk of stagnation in Q4 Leading indicators more nuanced and mixed CPI [...]
10
Sep
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
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 [...]
26
Aug
AI and autonomous vehicles are strengthening China's technological power. China dominates 5G, batteries, and renewable energy. Chinese stocks are outperforming but remain underrepresented. Key points Chinese leadership in a growing number of key sectors China is rapidly becoming the world's largest market for industrial robots Rising technological power reshaping the global balance and driving competition [...]
