Speculative advice

In May sell and go away

After the sharp rise in equity markets since the results of the US elections, we must ask ourselves if we should not sell

The infrastructure sector in Europe could see an increase in orders due to the political will to revive economies and inflation.

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  • Investors often distinguish between high growth companies ("growth stocks") and defensive companies ("value shares"). The purpose of this distinction is to take into account the expected future growth in the frame of the valuation of the share price. Indeed, this is the only realistic way to compare a growing company with a company whose business
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  • Intuitively, changes in company shares should follow changes in company profits. The more a company grows its profits, the greater the creation of shareholder value should be. However, interest rates and injections of liquidity by central banks have distorted this relationship between earnings and stock price development. Here are some examples of well-known values.
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  • Since the late 1970s and early 1980s, many developed countries have not experienced inflation. To the contrary, inflation rates have kept falling, dragging interest rates lower. Forty years of disinflation This phenomenon of "disinflation" can be explained by three factors. The first factor is the demographic trend marked by a drop in the number of
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