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François Savary 9 to 5 live

2025 Investment themes to look at

https://www.youtube.com/watch?v=Y3wn5KKDyecFrancois Savary CIO www.genvil.ch Which US stock market sectors to favour in 2025 Small and Mid caps Pharmaceuticals Big Tech and Mag7 Consumer durables and consumer staples European stocks should reduce underperformance in 2025 Swiss market underperformance Chinese stocks are wait and see depending on real government measures. Luxury will benefit from strong US economy…

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François Savary 9 to 5 live

Market volatility is back

https://www.youtube.com/watch?v=C_qz8aGRFhkVix index and Move index show that options pricing on S&P500 and T-Bonds is more expensive. Are stock market indexes more expensive than 2 years ago at the beginning of the bull run when measured in terms of earnings ? Some investors may be tempted away to bonds if the 10 yr reaches 4.5% yield.…

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