Offshore Investment
- In the coming weeks we foresee a technical pull-back, implying some caution for the short run. We stick to our overweight positions in telecoms, European financials and US healthcare.
- Monday, December 20 - 2004 at 16:29 |
- Visibility on the direction of the markets for the months to come remains low as fundamentals contradict the positive technical picture.
- Monday, December 13 - 2004 at 17:13 |
- This week we will be looking at corporate earnings from financials like Credit Suisse, Manulife Financial and HSBC.
- Monday, December 06 - 2004 at 17:22 |
- Liquidity is still finding its way to the trading floors, as investors are clearly adopting a glass half-full approach instead of looking at the real underlying fundamentals, which have not changed materially recently.
- Monday, November 29 - 2004 at 18:01 |
- Change to modest overweight in equities: strong technical momentum and a reduction of uncertainties. Increase emerging markets equities to overweight and increase US equities. Several sector changes. Major ones: reduction energy, increase EU financials and US healthcare.
- Monday, November 22 - 2004 at 17:54 |
- Market sentiment is way too bullish, the market's glass is half-full and moreover stocks are extremely overbought at current levels. Hence a pull-back seems to be inevitable.
- Tuesday, November 16 - 2004 at 13:41 |
- The outcome of the US election gave a boost to equity markets last week as the proclaimed winner George Bush was also Wall Street's favourite candidate.
- Monday, November 08 - 2004 at 15:43 |
- We think the current rally will be short-lived as many technical indicators are oversold and the fundamental economic outlook is not encouraging either.
- Tuesday, November 02 - 2004 at 12:38 |
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This content in this section was prepared by the research department of MeesPierson and Fortis Global Markets. This document does not constitute financial advice. If you require such advice, you should seek appropriate professional advice.
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