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…

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Investment Committee

Investment Committee

NOVACAP Asset Management

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