Investment management – Weekly meeting – 26/01/2016

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Mr. Draghi has not taken any practical decisions during last week ECB meeting apart to repeat that he owns larger potential instruments that he could activate in case of need. It was not enough to convince the markets but oil soared more than 14% (probably coming from short covering) and with this news, the market […]

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 […]