Continue to overweight Europe
In our equity allocation, we have been overweight the eurozone since November 2016. We maintain this position in strategic allocation (6 months to one year). Since the beginning of 2017, the Eurostoxx Large has gained 12.6% vs. 15.8% for the MSCI EM), 4.9% for the Nikkei 225 and 3.1% for the S&P 500...
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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