Comité d’investissement extraordinaire – 11/03/2016.

Posted on Leave a commentPosted in Uncategorised

Présents : Thierry, Laurent, Jacques, Dennis, Bart, Hervé. Absent : M-C Vu la volatilité sur les marchés européens, le comité s’est réuni en réunion extraordinaire ce 11 mars. Jeudi 10 mars : la BCE annonce des taux encore plus bas (-0.4%) et encore plus d’achats d’obligations (60 > 80 mlds). Du coup, les ordinateurs-robots projettent le Stoxx50 […]

February report – Global Strategy Fund

Posted on Leave a commentPosted in Uncategorised

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 […]