February report – Global Strategy Fund

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Please find attached our Global Strategy Fund – February report : From where will the growth come? The introduction of negative rates is a final act of desperation… It only compounds the risks of financial instability and sets the stage for the next crisis. Nowadays, markets are still completely de-correlated from fundamentals. That is unfortunately […]

MC Bolero Global Allocation Fund – Global Investment strategy update – 24/02/2016

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• In line with our expectations highlighted in our 17th February edition, markets enjoyed broad based gains last week. • The global macroeconomic backdrop however is not encouraging. Signs are increasing the US will fall into recession in the next 6 to 12 months. Disappointing euro zone PMI data is adding to doubt the region can withstand […]