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François Savary 9 to 5 live

US on Holiday for Presidents Day – Time to Rebalance ?

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. 🔹…

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François Savary 9 to 5 live

Trump declared his tariffs may cause short term disruption

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…

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François Savary 9 to 5 live

2025 markets will be volatile

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…

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GENVIL VOEUX 2025

✨ Season’s Greetings from GENVIL Wealth Management & Consulting SA ✨

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…

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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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