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=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…

https://www.youtube.com/watch?v=4bxD5kROo6AFrancois Savary CIO www.genvil.ch What is pulling US stock market6s to new levels? Gold, Bond yields and stock markets are all going up in unison. Is this unusual ? Inflation could be the party-pooper. Beware of uplifts and revisions. PE ratio's are high already and can't be stretched much more therefore higher EPS are required…

https://www.youtube.com/watch?v=DciXiBnMhPsFrancois Savary CIO www.genvil.ch What is pulling US stock market6s to new levels? Gold, Bond yields and stock markets are all going up in unison. Is this unusual ? Inflation could be the party-pooper. Beware of uplifts and revisions. PE ratio's are high already and can't be stretched much more therefore higher EPS are required…

https://www.youtube.com/watch?v=E3RlgpvObXc&t=2sFrancois Savary lists the positives and negatives of a Trump administration for US stock investors. The US $ was strong following the election results but Francois cautions against a sustainably strong USD and expects a weaker USD next year. Bonds yields were higher and are not set to reduce in short term. Federal Reserve cut…

https://www.youtube.com/watch?v=AG0QsUdnC-sFrancois Savary CIO www.genvil.ch What is pulling US stock market6s to new levels? Gold, Bond yields and stock markets are all going up in unison. Is this unusual ? Inflation could be the party-pooper. Beware of uplifts and revisions. PE ratio's are high already and can't be stretched much more therefore higher EPS are required…