This document is the 11th issue of a quarterly publication on the investment strategy and asset allocation proposed by the Investment Strategy Committee of La Compagnie Financière Edmond de Rothschild. Synopsis: Global economy: an impending slowdown; Monetary tightening pushed further out ;The financial markets will remain skittish; Focus: Russia Published on July 13, 2010
Synopsis: Global economy: an impending slowdown; Monetary tightening pushed further out ;The financial markets will remain skittish; Focus: Russia
Published on July 13, 2010
This document is the 10th issue of a quarterly publication on the investment strategy and asset allocation proposed by the Investment Strategy Committee of La Compagnie Financière Edmond de Rothschild. Synopsis: Global economy: the recovery now well-established; Uncoordinated adjustments in monetary policy; Continued preference for equities and corporate bonds; Focus: private consumption in the emerging countries Published on April 12, 2010
Synopsis: Global economy: the recovery now well-established; Uncoordinated adjustments in monetary policy; Continued preference for equities and corporate bonds; Focus: private consumption in the emerging countries
Published on April 12, 2010
Synopsis: A return to global economic growth; diverging monetary policies; a significant weighting in the corporate sector through equities and corporate bonds; Focus: Japan
Published on December 24, 2009
Synopsis: A few quarters of growth and then what?; tightening in monetary policy; portfolios seeking yield; Focus: the United Kingdom
Published on October 7, 2009
Synopsis: Hopes for the second half; too soon to worry about inflation; portfolios configured for an economic recovery; Focus: Germany badly affected
Published on June 26, 2009
Synopsis: A super recession; a pro-active and bold response from central banks and government; equity markets: more opportunism; thematic focus: France is sinking further into recessions
Published on March 27, 2009
Synopsis: the recession spares no zone; shock therapy; the equity markets: patience still needed; government bonds; focus: India, the other Chindia giant
Published on January 9, 2009
Synopsis: Run for your life; USA, Japan, Emerging countries; be patient; thematic focus on Brazil: one of the four titans
Published on October 2, 2008
Synopsis: A contrasting picture; raw materials fuel inflation; a change of tone in monetary policy; financial markets: patience is required; focus on China on the eve of the Olympic Games
Published on June 23, 2008
Synopsis: the US recession; Fed reaches for unconventional weapons; the bulk of the market fall now looks to be behind us; time to inject a little risk into portfolios; focus on agricultural commodities
Published on March 27, 2008
Synopsis: The west troubled by "Subprime"; the central banks put inflation on the back burner; the equity markets will have to contend with head winds; a prudent start to the new year; focus on North African and Middle Eastern countries
Published on January 8, 2008
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