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Investment strategy - Quarterly Bulletin 

2010-01-14 | Publication

Investment Strategy Bulletin n° 9

This document is the 9th 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: 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
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2009-10-23 | Publication

Investment Strategy Bulletin n° 8

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
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2009-07-07 | Publication

Investment Strategy Bulletin n° 7

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
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2009-04-08 | Publication

Investment Strategy Bulletin n° 6

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
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2009-01-27 | Publication

Investment Strategy Bulletin n° 5

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
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2008-10-16 | Publication

Investment Strategy Bulletin n° 4

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
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2008-07-10 | Publication

Investment Strategy Bulletin n° 3

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
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2008-04-15 | Publication

Investment Strategy Bulletin n° 2

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
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2008-01-14 | Publication

Investment Strategy Bulletin n° 1

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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