by Jacques Lemoisson | Feb 8, 2021
The future is shaping fast under our eyes…. Asset Allocation without alternative assets would be laggards if these kinds of news occur too many times!! Share...
by Jacques Lemoisson | Feb 7, 2021
Renaissance’s Institutional Equities Fund, the biggest of the external vehicles, lost 19% in 2020, the letters show. That fund got the biggest chunk of the redemptions. The Institutional Diversified Alpha fund dropped 32% and the Institutional Diversified Global...
by Jacques Lemoisson | Feb 5, 2021
I am still confident in China as the main exposure in my asset allocation. But this trust doesn’t prevent us of control regarding some issues. As I wrote many times, Real Estate is the collateral of Chinese economical growth. Evergrande is a prime example of the...
by Jacques Lemoisson | Feb 3, 2021
The chart is clear and if you consider that there is no inflation, I can’t argue more. Powell said : “The housing sector has more than fully recovered from the downturn,” “a one-time shift in demand that we think will get satisfied, also that will call forth...
by Jacques Lemoisson | Jan 31, 2021
This is one of the most important charts… Geopolitical and Social tensions are connected to this chart, even if economists are telling us that the amounts of debts are not important for the future… Guess what… My two sons are not agree… ...
by Jacques Lemoisson | Jan 31, 2021
A group of 10 moderate Republican U.S. senators urged Democratic President Joe Biden on Sunday to reconsider his $1.9 trillion COVID-19 relief package, saying they wanted a meeting to discuss a compromise that they said could win swift bipartisan support…...
