BCB & Partners S.A. - Gestion De Fortune

Category: Weekly

Weekly Investment Strategy

Carelessness? In this latest edition of our weekly investment strategy update: It took time for trust to rebuild… ; A transition in the making ; Fixed income. No one said it would be easy ; Currencies. Watch the BoC to know the next central banks steps ; and Equities. Is inflation back, transitory or not? […]

Weekly Investment Strategy

The dog that didn’t bark (yet) In this latest edition of our weekly investment strategy update: A universal minimum income that hides its name? ; Currencies. Norway leads the pack ; Currencies. An incoherent strength of the CHF ; Equities. Disruptive exit from the pandemic ; Equities. Covid vaccines, temporary lifting of patents? A false […]

Weekly Investment Strategy

Swing to port! In this latest edition of our weekly investment strategy update: Sleepy Joe? Actually, a genuine insomniac! ; Currencies. The Yellen touch ; Fixed income. The surprise could come from the UK ; Equities. Alignment of planets for chemicals ; and Equities. Immunization for FAAANs, but the rest of the year could be […]

Weekly Investment Strategy

Take me out! In this latest edition of our weekly investment strategy update: Speculation spells instability ; Breaching the stainless – LLC – Golden Rule ; Significant changes at the SEC ; Fixed income. ECB confirmed its difference from the Fed ; Currencies. The dreaded taper is here ; Equities. The pandemic is accelerating, vaccination […]

Weekly Investment Strategy

US housing bubble in the (re)-making? In this latest edition of our weekly investment strategy update: Healthy financing and homebuilders restrain ; Where do we go from here? ; Fixed income. Are the rate setters changing their tune? ; Currencies. GBP short-term noise, not long-term ; and Equities. A thunderous start for the US results […]

Weekly Investment Strategy

A long carrier wave for China? In this latest edition of our weekly investment strategy update: China emerged stronger from pandemic… ; A – déjà vu – Paragon of virtue ; End of V. What is next? ; Fixed income. ECB reaction function clarified ; Fixed income. A schizophrenic high yield market ; Equities. The […]

Weekly Investment Strategy

Noticeable inflections In this latest edition of our weekly investment strategy update: Main Street’s quest for revenge ; ¨Spring clean-up¨ by certain central banks ; A redux of 2013? ; Currencies. Decision time looming ; Fixed income. ECB finally did what it said ; Currencies. The SNB is lagging all other central banks ; Equities. […]

Weekly Investment Strategy

Of US hare & Europe tortoise In this latest edition of our weekly investment strategy update: A new variation of hyper vs hypo active ; Europe takes its feet in the carpet with the sanitary crisis ; Fiscal stimulus, deficits, and creative means of action ; The European turtle lags, for now… ; Fixed income. […]

Weekly Investment Strategy

Let’s Twist again In this latest edition of our weekly investment strategy update: History never repeat itself, but it often rhymes (M. Twain) … ; The mechanics of YCC, now and then ; Currencies. Powell did not convince markets ; Fixed income. ECB meeting to be more talk than action ; Equities. Transition phase ; […]

Weekly Investment Strategy

Entering learning zone In this latest edition of our weekly investment strategy update: When the best is the enemy of the good ; End of bonds’ artificial coma ; Fixed income. Too fast, too furious ; and Equities. The green theme is oversold . Click here to read our weekly financial markets update report.   […]