Category: Publications

Strategy and Macro Asset Allocation Subpar growth, disinflation. Resumption of intense liquidity injections by the Fed Growth: temporary relapse. More uncertain U-shape pattern G-Zero world. Multilateralism and climate action in the waiting room More healthy capital flows Quality assets will remain scarce and expensive Normalization of risk appetite, lower speculation   Macro perspectives Covid-19 and […]

The Semdex Index gained 1.45% last week. LUX ISLAND RESORTS LTD was the best performer, with an increase of 14.89%, while the worst performer was NATIONALINVESTMENT TRUST with a loss of 5.22%. The Euro Stoxx 50 Index gained 11.10%, closing at 3’442.62. AMADEUS IT GROUP SA was the best performing stock, increasing 35.75%, while KONINKLIJKE […]

The Semdex Index lost 0.59% last week. LOTTOTECH LTD was the best performer, with an increase of 2.25%, while the worst performer was P.O.L.I.C.Y. LTD with a loss of 6.57%. The Euro Stoxx 50 Index lost 7.52%, closing at 2’958.21. PROSUS NV was the best performing stock, increasing 8.04%, while SAP SE was the worst […]

The Semdex Index gained 0.14% last week. ALTEO LTD was the best performer, with an increase of 6.90%, while the worst performer was P.O.L.I.C.Y. LTD with a loss of 8.95%. The Euro Stoxx 50 Index lost 4.23%, closing at 3’105.25. BANCO SANTANDER SA was the best performing stock, increasing 4.17%, while SAP SE was the […]

The Semdex Index was flat last week. BLUELIFE LTD was the best performer, with an increase of 5.26%, while the worst performer was OMNICANE LTD with a loss of 5.80%. The Euro Stoxx 50 Index lost 0.84%, closing at 3,245.47. SAFRAN SA was the best performing stock, increasing 5.61%, while AXA SA was the worst […]

ASSET ALLOCATION In Q2 and Q3 advanced economies managed to avoid disruptions of their capital / credit markets and to engineer a tentative recovery. The resiliency of the pandemic, as well as the growing cautiousness of consumers / firms necessitate further – decisive – actions. A more solidary and reinforced Europe siding with a different […]

The Semdex Index lost 0.59% last week. UNITED DOCKS LTD was the best performer, with an increase of 4.90%, while the worst performer was MEDINE LTD with a loss of 12.12%. The Euro Stoxx 50 Index gained 2.58%, closing at 3’273.12. ANHEUSER-BUSCH INBEV SA/NV was the best performing stock, increasing 10.24%, while KONINKLIJKE AHOLD DELHAIZE […]

The Semdex Index lost 2.66% last week. BLUELIFE LTD was the best performer, with an increase of 3.09%, while the worst performer was MUA LTD with a loss of 7.05%. The Euro Stoxx 50 Index gained 1.72%, closing at 3’190.93. ESSILORLUXOTTICA was the best performing stock, increasing 9.37%, while BAYER AG-REG was the worst performing […]

The Semdex Index lost 1.10% last week. NEW MAURITIUS HOTELS LTD was the best performer, with an increase of 3.60%, while the worst performer was MEDINE LTD with a loss of 13.44%. The Euro Stoxx 50 Index lost 4.47%, closing at 3’137.06. ADYEN NV was the best performing stock, increasing 4.76%, while BNP PARIBAS was […]

The Semdex Index lost 0.21% last week. OMNICANE LTD was the best performer, with an increase of 6.38%, while the worst performer was UNITED BASALT PRODUCTS/THE with a loss of 6.25%. The Euro Stoxx 50 Index lost 0.97%, closing at 3’283.69. ADYEN NV was the best performing stock, increasing 10.76%, while ING GROEP NV was […]