According to Bob Doll, stocks will outperform bonds and cash and will record a third straight year of double digit percentage returns
We are not convinced we have seen the end of deleveraging and thus are sceptical that equity markets are cheap...
The recent rise in stock markets is rather artificial and based on fragile factors. The structural ones remain bearish: prudential developments, systemic risk, and true inflation expectations in the long term mainly in the United States.
Following to their study on strenghts and weaknesses of France as an alternative management financial centre, Reinhold & Partners give us the main considerations for moving towards a strong financial center.
The french contractual OPCVM, in its configuration post october 2008 application decree, is a tool with features of interest for management companies, investors and service providers.