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…
Latest posts by Investment Committee (see all)
- Novacap Asset Management – Investment strategy – 10/11/2016 - 10th November 2016
- NHS Sicav – NOVACAP Global Strategy fund – Fact sheet – June 2016 - 17th July 2016
- NHS Sicav – NOVACAP Global Strategy fund – Fact sheet – May 2016 - 14th June 2016