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Market Insights – 4th November 2019

The S&P 500 has risen for five weeks in a row and is long overdue a consolidation. Volatility has been extremely low recently, which suggests the market is overbought in the short term. A break in this uptrend would be welcome and would not prevent the year-end rally, which we think will be spurred by the brightening economic fundamentals and easing geopolitical tensions…

Market Insights – 4th November 2019

In October, China’s manufacturing sector grew at its fastest pace in more than two years. Coming in at 51.7, the Caixin-Markit PMI beat expectations, mainly thanks to an uptick in new orders. This move back into expansion territory sug-gests that the main impact of the customs tariffs may be fading…

Leaving your job ? What should you do ?

When suffering a setback in personal or professional circumstances, the initial reaction is to look back and ask “WHY?” during sleepless nights, with no answer… Looking to the future and asking “HOW?” is the key to your resilience; there are indeed ideal solutions for you, we can help you find them, so that the silver lining will soon reveal itself through cloudy skies.

Market Insights – 28th October 2019

The UK parliament continues to defy expectations. It did not approve the deal that Prime Minister Johnson negotiated with the EU, so a third Brexit extension seems inevitable. Boris Johnson wants to call a general election in December – he hopes to then have a parliament that will back him so he’ll finally be able to get the UK out of this deadlock…

Market Insights – 21st October 2019

The International Monetary Fund (IMF) has once again cut its world growth projections for 2019 (3% against 3.2%) and 2020 (3.4% against 3.5%). Central bank stimulus policies and an easing of the trade war should avert the risk of further downward revisions…

Market Insights – 14th October 2019

Government yields rose sharply on both sides of the Atlantic as uncertainties subsided late last week. In addition to low inflation and expansionary monetary policies, this is yet another sign that rock-bottom yields have priced in significant political risk…

Market Insights – 7th of October 2019

There is now a real risk of a technical recession in Germany. Manufactur-ing orders fell again in August, yet another sign that the economy is losing steam. These latest develop-ments are putting more pressure on the government to bring in fiscal stimulus…

Market Insights – 30th of September 2019

Switzerland too has been swept up in the wave of downward revisions to global economic forecasts: the KOF Institute has lowered its 2019 growth estimates for the Swiss economy. Its survey of 17 economists points to a 1% rise in GDP this year and 1.3% next year, down from the June estimates of 1.3% and 1.5%…

Market Insights – 23rd of September 2019

Oil prices rose only slightly after the attacks on Saudi oil facilities, mainly because the country issued state-ments saying that the impact on production had been minimal. Un-certainty is still running high, how-ever, and it’s surprising that the geopolitical risk premium on oil is not higher…