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Are we heading towards a US stockmarket downturn?

Buying equities at the peak of a stockmarket cycle inevitably leads to painful consequences over an extended period of time. Let’s look at some historical facts. On the US stockmarket, since 1872, the average time for the real value of a portfolio (net of inflation) to be recouped after the beginning of a bear market is 11 years (vs. a median of 5 years)...

 

Provider
LCV Research (Les Cahiers Verts de l'Économie)
LCV Research (Les Cahiers Verts de l'Économie)

​Founded in 1986, LCV Research is France’s leading independent research firm in macro-economics and investment strategy. The team is composed of five economists / strategists.

We offer a diverse range of research services aimed primarily at business leaders (LVMH, Marcel Dassault, PWC,...), bankers, investment funds managers (Fidelity, Carmignac Gestion), international bodies (B.I.S.) and market operators.

Already trusted by 210 clients in the world.

The strength of our research lies on 3 pillars :


TOTAL INDEPENDENCE

  • ​We do not sell anything but our research
  • ​We do not have any financial relationships with other companies


CONSISTENCY

  • ​Our research is carried out within a close team


TRANSPARENCY

  • ​We publish our « track record » twice a year



MAIN SERVICES


MACROECONOMICS

  • ​A monthly publication called Catallaxis, about 50 pages
  • ​Access to the part of the site reserved for Catallaxis subscribers (about 20 articles per year)


INVESTMENT STRATEGY

  • ​A monthly publication called Asset Allocation, about 80 to 90 pages
  • ​Access to the part of the site reserved for Asset Allocation subscribers. Includes weekly editorials (available in English), alerts, editorials and "charts of the month (about fifty documents per year)
  • ​Monthly tactical allocation document (dashboards, 15 pages)
  • ​Quarterly publication of macroeconomic developments and investment strategy for major emerging countries (about 100 pages) and asset classes (equities, debt, currencies)


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