Recherche

Contact us

Market Insights – 20th January 2020

Consumer spending is holding up well in most countries, but the same cannot be said of manufacturing output, which has been waning almost everywhere. However, there are some early signs of a rebound. International trade should also pick up now that the USA and China have come to a truce. But geopolitical tensions have not totally disappeared, and we’ll have to keep a…

Market Insights – 13th January 2020

The risk of a large-scale military confrontation between the US and Iran has faded. As we said last week, neither side seems to want a war. But Iran was expected to retaliate after the US army killed General Soleimani in a targeted strike ordered by Donald Trump. And Iran did indeed take action, although it was more a matter of saving face. Iran almost certainly made sure that no American lives were lost, as that would probably have put both countries on a warpath…

Market Insights – 6th January 2020

Last year ended on a positive note for geopolitics, as a truce was reached in the US-China trade war. However, 2020 has started with an increase in tensions in the Middle East. Once again, Donald Trump was in the middle of it all and played a key role in the fresh hostilities against Iran, a country that has regularly been a target of Trump’s threats since he came to power…

Market Insights – 16th December 2019

The fading uncertainty has prompted commodity prices to rally, with oil and metals such as iron ore and copper leading the way. This uptrend means that commodities will end on a high note after a rather lacklustre year…

Market Insights – 9th December 2019

Shrugging off the uncertainty caused by the trade war, the US added 260,000 jobs in November. This figure, which was much higher than expected, drove the unem-ployment rate down even further. This should keep consumers spend-ing freely during the crucial year-end period…

Season’s greetings 2019

If thas was part of your life, then preparing for your retirement should be among of your good resolutions for 2020.

Merry Christmas and a happy New Year !

Market Insights – 2nd December 2019

China’s Caixin manufacturing PMI unexpectedly rose to 51.8 in November, beating the forecast decline. This indicator is now at its highest level since December 2016…

Use the wisdom of the ancient Greeks to optimise your wealth

Chronos and Kairos are two concepts of time used by the ancient Greeks; the former refers of course to chronological time, the latter to seizing the opportune moment (that which often eludes us in our busy lives today)…

Market Insights – 25th November 2019

Economic figures published last week in the US are further proof that the country’s economy is firming up. We should know more about whether manufacturing output has picked up when the ISM is released in early December. Inflation expectations are still low, which means that the Fed will keep monetary policy loose in the medium term…

Market Insights – 18th November 2019

Growth in China’s output fell short of forecasts in October and slowed compared with the September fig-ures, with industrial production dropping to 4.7% year on year. This has hurt the Hong Kong stock mar-ket, which continues to be weighed down by the violent protests affect-ing the region…