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Dans quoi investir maintenant?

Dans quoi investir maintenant?

Dans des obligations, des actions, des fonds d’investissement, dans l’immobilier ou peut-être autre chose?

"Dans quoi investir, Arnaud?" – c'est la question que l'on me pose généralement lorsque j'explique que je suis conseiller en gestion de patrimoine. Ma réponse est toujours la même "investissez dans votre santé, dans votre famille".

Pourquoi me demanderez-vous? Parce que le conseil en investissement financier est un métier et parce qu'il n'y a pas de réponse unique et simple à une telle question. Je suis sûr que tous les conseillers financiers seront d'accord avec moi.

La constitution d'un portefeuille d'investissement nécessite de prendre en compte trois éléments:

Brief Market Insight

Brief Market Insight

Why the Corona is good for asset allocators?

It has been seven weeks since the start of Pesach and 11 weeks since most western world countries started the 100 case count. I have a screenshot on my phone from early March showing the worldwide case count at 200,000 with 8,000 deceased. As I write to you now, it is 5.5 million confirmed cases with 350,000 deceased, and that is with social distancing of varying degrees across most parts of the world. Can you imagine the virus numbers if we did not take any protective measures?

Real estate investing in the time of Coronavirus

Real estate investing in the time of Coronavirus

The Coronavirus effect...

Renting a property without paying for it is no longer illegal. McDonald’s and Burger King in the UK are just two examples of a ‘blue chip’ tenant refusing to pay or looking to reduce their quarterly rent payments. 

Legal protection for commercial and residential tenants in a number of countries has already been enacted. Due to Covid-19, these tenants are not legally in breach of contract by not paying their rent for 6 months, even if they have the assets to do so. 

In other words - some of the most basic premises of investing in real estate no longer hold true

2019 Markets Review

2019 Markets Review

2019 summary & 2020 predictions

2019 was a vindication year for the traditional asset management industry and asset allocators like us. Many skeptics sat on the sidelines in cash and missed the best year for returns we have had in a very long time. Our clients enjoyed excellent returns in both absolute and relative basis.

While 2017 was low positive and 2018 was negative, 2019 was very positive and brought the three-year returns comfortably into the annual targeted return range. This is the nature of the beast - market returns simply do not go in straight lines.

Our eyes now turn to 2020. As always, the crystal ball has its limitations and across our team we have slightly differing views for 2020. However, the consensus view is to remain faithful to our asset allocation principles.