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 classify stocks into two categories: value or growth. The first category includes traditional companies, with stocks that have fairly reasonable valuations and often pay high dividends. Companies are generally well-established and are active in "relatively" stable and predictable industries. Managers are often experienced people with many years of experience. The second category is
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  • 2019 was a surprising year in many ways. The predictions of many banks in early 2019 were mostly correct: economic slowdown and high uncertainties due to Brexit and the trade war. Logical conclusions: the banks recommended caution on equities and short durations on bonds. While these predictions turned out to be correct, the result on
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