Despite solid long-term fundamentals, the housing market is not doing well. The US housing market retains solid fundamentals. Demand for houses should continue to benefit from the population growth...

The european defense industry has been marginal for decades as european defense spending was low. The new paradigm caused by geopolitical changes will lead to sustainable and predictable growth for...

We do not believe that the speculation around UBS leaving Switzerland are based in facts. After the demise of Credit Suisse, the swiss parliament and authorities have been discussing tougher capital...

Some analysts base their view of a weaker U.S. dollar on three points: 1)     "De-dollarization” of the world; 2)     Trump wants a weaker USD to stimulate exports; 3)     The U.S. trade balance...

Time is running against the U.S. government. Indeed, with the mid-term U.S. Congress elections in less than 17 months, the situation is as follows: 1)      American companies have been quick to...

As a global investor, what can you do if you have these currencies? Swiss francs : real estate is illiquid and residential properties for investment purposes cannot be purchased by foreigners....