NHS SICAV – MC Bolero Global Allocation Fund – Investment strategy update – 23/11/15

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The upcoming central bank meetings on December 3 (ECB) and December 16 (FED) will be center stage again and dictate markets’ direction into year-end and into next year. The odds of US rate hike in December have increased substantially after the release of strong US labor data. ECB’s president Draghi reiterated the bank’s readiness to extend […]

Marie-Christine Lambin, Investment Manager of the Year by the Luxembourg Management Awards

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Marie-Christine  Lambin, manager of MC Bolero Global Allocation Fund, is  very pleased to announce she has been elected Investment Manager of the Year by the Luxembourg Management Awards, edition 2015. The Luxembourg Finance Management Awards aim to reward the financial sector’s best practices and projects as well as to acknowledge outstanding professionals for their skills […]

Marie-Christine Lambin, Investment Manager of the Year by the Luxembourg Management Awards

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Marie-Christine Lambin, manager of MC Bolero Global Allocation Fund, is very pleased to announce she has been elected Investment Manager of the Year by the Luxembourg Management Awards, edition 2015. The Luxembourg Finance Management Awards aim to reward the financial sector’s best practices and projects as well as to acknowledge outstanding professionals for their skills […]

NHS Sicav – Global Strategy fund update – 03/11/15

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With a YTD performance in line with our competitors (mixed funds), we believe that it’s a calculated and acceptable risk to increase a little bit more the equity exposure. We decided to play the “momentum” essentially with ETF’s on EuroStoxx50 and StoxxEurope600, so that we can move quickly if necessary and monitor the downside risk […]

Investment Management – weekly meeting – 03/11/15

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We persist in thinking that the continuing rise of the stock markets is de-correlated from the fundamentals. We are clearly involved in a momentum play, encouraged by the “Halloween Indicator” and market operators speculating on more help from central banks, especially from the ECB. All independent funds managers are agreeing on this…