Anthony Bondain

Strategy: Four sectors for the future

Do you want to focus on future growth sectors? UBS suggests four themes to invest for the medium / long term. If the ageing of the population seems to be an obsolete idea, there are still niches to be exploited. In Fintech and Space too.

10 January 2019 at 02:44 am AEDT

LVMH: Hotels, a new territory to explore

LVMH recently announced the acquisition of the American company Belmond, a recognized player in the luxury hotel industry, for $3.2 billion. A transaction that marks a significant acceleration of Bernard Arnault's group on a previously confidential segment of its portfolio.

27 December 2018 at 01:30 am AEDT

Behind the Fed’s decision

Wednesday will see the last monetary policy decision of 2018. Will the Fed cause an additional 40 days of gloom in markets that have not seen much sunlight in recent months? Here are some clues on how to approach a monetary policy decision.

19 December 2018 at 02:30 am AEDT