Perspectives
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Global Perspectives
Global Perspective, 1 half 2010
Retrospective view over the past 12 months, perspectives 2010
Global Perspective nr. 52, August 2009
24 months ago, July 2007, we were about to enter one of the most disruptive
financial storms ever.
Where do we stand today, August 2009 ?
Global Perspective nr. 51, March 2009
The historic opportunity resides in company financing, whether via bonds or equities!
There is risk to manage, but the returns are significant.
Global Perspective nr. 49, August 2008
Recessions are never forever! (update)
Global Perspective nr. 48, June 2008
11 months ago (July 2007), we were about to enter one of the most disruptive financial storms ever, on the back of the downturn in the US residential real estate market, which actually started way back in 2006. (...)
Global Perspective nr. 46, January 2008
The significant divergence in price action over the last 6 months and more specifically over the last weeks, between “Economic Sensitive” and “Economic Defensive” industries and companies tells a very straightforward story: Recession fears are creeping into stock prices. (...)
Global Perspective nr. 45, December 2007
It is obvious that after the turbulent times we have gone through since mid-July, it is time for an update on our Global Perspectives. (...)
Global Perspective nr. 44, September 2007
2007 turns out to be a very interesting year so far, as the global investment scene has changed markedly in comparison with 12 moths ago (...)
Global Perspective nr. 43, August 2007
Markets have been volatile during the summer. Are there reasons to worry?
Global Perspective nr. 42, June 2007
Because of higher interest rates, the attractiveness of the different asset classes has become more balanced.
Global Perspective nr. 41, January 2007
Find out why we continue to expect Equities to outperform Bonds and Cash.
Global Perspective nr. 40, July 2006
Investors are worried about the possibility of a US economic slowdown.
The US economy is indeed slowing down, but that is GOOD news!
It is GOOD news for stocks and bonds.