Nous surpondérons (allocation stratégique) le marché japonais depuis octobre 2018, démarche qui s’est révélée un peu précoce (performance quasi identique depuis). Mais il reste que cette stratégie est clairement pertinente depuis mi-juillet 2019, avec un Nikkei qui surperforme le MSCI Monde (+5%), cf. graph ci-dessous...
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
CONSISTENCY
TRANSPARENCY
MAIN SERVICES
MACROECONOMICS
INVESTMENT STRATEGY
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.