Francois Savary CIO. www.genvil.ch
With markets pausing, is this the right moment to take profits and adjust equity weightings? Key questions to consider:
🔹 Rebalancing focus: US, Europe, or both?
🔹 Sector rotation: Is healthcare still a strong play?
🔹 Macro trends: Disappointing US CPI data pushes rate cut expectations further into late 2025.
🔹 Currencies: USD/EUR down a few %—a new breakout ahead?
🔹 Japan surprise: Q4 GDP at 2.8% YoY, far above expectations—has Japan finally escaped deflation?
🔹 Luxury resilience: Hermès results confirm ultra-luxury demand remains strong, unlike mid-tier brands struggling with weaker consumer appetite.
📊 Plenty of market shifts to watch—where do you see the biggest opportunities?
For more insights, visit Mark’s YouTube channel and follow the latest discussions.
