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MORNIG ROUTINE WITH FRANCOIS SAVARY & MARK

Dividend stocks have underperformed

https://www.youtube.com/watch?v=2dQ796avMsc🎙️ Dividend Stocks vs. Rising Yields | François Savary & Mark Williams – 9 TO 5 Live Are dividend stocks losing ground — or quietly preparing for a comeback? In this latest conversation, François Savary (CIO at GENVIL SA) and Mark Williams break down recent market moves, examining the underperformance of dividend stocks, the pressure…

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MORNIG ROUTINE WITH FRANCOIS SAVARY & MARK

Tariffs fears overblown.

https://www.youtube.com/watch?v=znYlaNrUDjQIn this latest episode of 9 to 5 Live, François Savary (CIO, GENVIL SA) joins Mark Williams to discuss the real impact of tariffs, shifting global trade dynamics, and how investors should navigate the current macro environment. Key Discussion Points: UK-US trade deal: Limited in scope, minimal near-term impact Tariffs: More damaging than anticipated,…

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MORNIG ROUTINE WITH FRANCOIS SAVARY & MARK

Is the Market Rally Sustainable?

https://www.youtube.com/watch?v=BQm66c1An84&t=10sFrançois Savary, Chief Investment Officer, shares his views in a new episode of 9 to 5 with Mark Williams. In this in-depth conversation, they explore: – The sustainability of the recent stock market rally – How economic indicators are shaping investor sentiment – Why the Fed is unlikely to cut rates before mid-year – Differences…

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MORNIG ROUTINE WITH FRANCOIS SAVARY & MARK

Trump tariffs: Markets not loving it

https://www.youtube.com/watch?v=d-oZvOEy9I4In this latest 9 TO 5 Live episode, François Savary, CIO of GENVIL SA, joins Mark Williams to break down the potential impact of President Trump’s new tariff announcements on global financial markets. Key topics covered in the video: Slower economic growth: New tariffs could further dampen US economic momentum. Rising inflation: Combined with…

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MORNIG ROUTINE WITH FRANCOIS SAVARY & MARK

Liberation Day – April 2nd: Markets on Edge

https://www.youtube.com/watch?v=Ylh5Hs7_-xkLiberation Day – April 2nd: Markets on Edge In this latest 9 TO 5 Live episode, François Savary and Mark Williams explore the growing risks surrounding the April 2nd tariff announcements from President Trump — a potential turning point for global markets. 🔍 Key Topics: Tariffs could create a lose-lose scenario for the economy Reducing…

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MORNIG ROUTINE WITH FRANCOIS SAVARY & MARK

US Outlook: Inflation, Growth & Global Uncertainty

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…

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MORNIG ROUTINE WITH FRANCOIS SAVARY & MARK

US Equities, Financial Condition Index & Market Trends

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.…

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MORNIG ROUTINE WITH FRANCOIS SAVARY & MARK

The Draghi Report Plus Recent market Volatility

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…

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