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  • Asset Allocation, Nadège Dufossé

    Towards a new gold rush?

    The price of gold has risen by over 17% since the beginning of the year, making it one of the best-performing assets this year. After hovering between US$1,800 and US$2,000 in 2023, the price of gold surged in March and April 2024, rapidly reaching US$2,400.
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  • Asset Allocation, Monthly Coffee Break

    Broadening

    Markets got over the near-term consolidation, as both bottom-up and top-down elements were helpful: from a micro level, the Q1 earnings season was supportive on both sides of the Atlantic, following a stronger-than-expected global economy at the start of the year.
  • Equities, Monthly Coffee Break

    Markets lost ground in April

    Global stock markets had a tough time in April, after a stellar performance in the first quarter of 2024. Worse than expected inflation numbers in the US, coupled with a resilient consumer, make a rate cut from the FED very unlikely anytime soon.
  • Alternative Investments, Monthly Coffee Break

    Shift to risk-off

    After five months of gains, equities finished down in April in a relatively volatile market. Although the EPS beat/raise has been high, markets focused more on top-down factors than micro news-flow.

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