ECB Meeting – 03/12/15

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The oracle Frankfurt decreased the rate of -0.2 to -0.3% yesterday. It does not change the face of Europe… He might as well do nothing, because it was not (yet) really necessary. The ECB made thus a small gift. Apparently, “the markets” were expecting something more spectacular and more imaginative. And now the market makers […]

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 […]