https://www.youtube.com/watch?v=ZV-jactt3uUIn this new episode of 9 TO 5 Live, François Savary (CIO, GENVIL SA) joins Mark Williams to discuss the Federal Reserve’s latest announcements, shifts in US foreign policy, and the broader economic and market implications. Key Topics Covered: US Foreign Policy & Ukraine – Increasing divergence with possible global consequences The Fed’s Economic…

https://www.youtube.com/watch?v=oR05mE2xLCwIn this latest 9 TO 5 Live discussion, François Savary, CIO of GENVIL SA, and Mark Williams explore key financial trends shaping the markets, focusing on US equities, the Financial Condition Index, and major sector developments. Key Takeaways from the Discussion: S&P 500 Buying Levels: Identifying the right conditions to re-enter US equities with confidence.…

https://www.youtube.com/watch?v=Ni1RJ8-nf8gFrancois Savary CIO.   ​In a recent 9 to 5 Live discussion, François Savary and Mark Williams addressed several key topics impacting the current financial landscape:​ European Investments in Technology: Europe is channeling substantial investments into the technology sector, aiming to bolster innovation and competitiveness on a global scale.​ Advancements in European Financial Integration: European Banking…

https://www.youtube.com/watch?v=8r5laSrS9esFrancois Savary CIO.  www.genvil.ch Donald Trump’s policies are pushing Europe to step up—Sir Keir Starmer suggests a subtle shift, but is it really? Market positioning: Just weeks ago, François Savary advised reducing US equity exposure and increasing European allocation. Now that this scenario has unfolded, what’s next?  Key Takeaways: Defence sector remains…

https://www.youtube.com/watch?v=QYpXksnvEiAFrancois Savary CIO.  www.genvil.ch Market & Geopolitical Shifts: Key Questions for Investors In this exclusive discussion, François Savary and Mark from 9 TO 5 Live analyze the major transformations shaping global markets: 🇩🇪 Germany's New Leadership – Friedrich Merz represents a significant shift. Will he loosen the debt brake? Could we see a surge in…

https://www.youtube.com/watch?v=tXaNW--z2ZgFrancois 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. 🔹…

https://www.youtube.com/watch?v=qLl6iOwqolEFrancois Savary CIO.  www.genvil.ch Earnings Season: Key Insights for 2025! In this exclusive discussion on 9 TO 5 Live, François Savary and Mark dive into the major market drivers for 2025: 🔹 Earnings Season – A crucial indicator of corporate health and market momentum. 🔹 Manufacturing PMI – A key economic signal to watch…

https://www.youtube.com/watch?v=CujQFkkwVug&t=165sFrancois Savary CIO.  www.genvil.ch Trump tariffs has earned tit for tat reaction from various countries. Markets have reacted negatively and are not loving it. Long term trade barriers are inflationary and even stagflationary. US bonds initial reaction is a steppening of the curve. USD has firmed appreciably against all currencies. Stock…

https://www.youtube.com/watch?v=uaVGt1me804Francois Savary CIO.  www.genvil.ch Donald Trump US president 2.0  He has promised to introduce his policies quickly.  Tarriffs, immigration policy, tax cuts and energy policy will affect market volatility. Elon Musk implementations will be watched with interest by the markets. Earnings season expected to show solid earings growth and will be necessary to provide fuel…

https://youtu.be/7WkmqLTBKyE?si=P3fEBDUEFibTlntO✨ Season’s Greetings from GENVIL Wealth Management & Consulting SA ✨ As the year draws to a close, we reflect on the successes and challenges we’ve shared together. Thank you for your trust and partnership in 2024. Wishing you and your loved ones a joyous holiday season filled with happiness, health, and prosperity. May 2025…

https://www.youtube.com/watch?v=uoYIdl8YT6QFrancois Savary CIO www.genvil.ch SNB reduced interest rates by 0.5% Swiss Franc dropped 1% against Euro as a consequence. Should we expect further weakness ? Why did the SNB reduce rates ? How much lower can SNB push rates? Will SNB defend the 90 cents level against the Euro ? What are consequences for Swiss…