Listen to the new programme every month on Fridays at 7:37am -12:37 and 6:37pm with CMB Monaco presenting their News update.
Visit the CMB website for more information.
4 April - The future is here, and it's coming fast. But what dos it mean for industries like private banking? How is AI changing the way we work? How is AI reshaping private banking? Which services in particular will be impacted?
5 February - Are market predictions worth the effort, or is the market randomness unbeatable? How do political shifts and inflation trends influence reasonable investment strategies this year? And what about gold? Is there still room for growth for disalluring assets?
6 December - 2024 is closing in and global stock markets are on fire. But is this rally driven by strong fundamentals, or are investors riding a wave of speculation?
11 October - Why are an increasing number of British ultra-high-net-worth individuals relocating their assets to Monaco? What are the financial benefits, privacy, and lifestyle advantages that make Monaco the perfect destination? How is CMB Monaco at the forefront of supporting this shift ?
9 August - Markets have been buoyant over the first half of this year. Is this too much too quick? Past performance is not an appropriate guide for future returns. Over the past 40 years, stock markets have enjoyed stronger-than-average performance over the second half of the year, when the first half was above 15%. This is the very situation US stocks are in right now. Hence, the bullish trend might go on and not solely on the back of past performance, but also because of the corporate fundamentals. The consensus is expecting a 9% earnings growth for U.S. stocks, which would definitely justify some more headways in stock prices.
7th June - Central Banks are often seen as the markets’ best friends: when they decide to decrease their interest rates, it’s a meaningful support for markets. Is this a problem if the Fed keeps on pushing further in time the first rate cut? Recent changes in the Fed’s rethoric should have been a headwind for stocks markets. How comes they kept rising, then?
24th Avril - After a bumper year on most stock markets last year, 2024 is also starting on a strong note and we hear more and more about a bubble inflating some areas of the markets. Should investors be cautious with their equity investments? And how about interest rates? There is now a wide consensus that the main Western Central Banks are about to lower their rates. Does this mean that the opportunities are behind us on bonds?
24th February - Last year, in 2023, markets have been super buoyant and, in many regions, stocks recorded double digit returns. Wasn’t it too much and does it mean we should be cautious this year? If you’re bullish stock markets, are you bullish overall or are there specific areas of the markets you’re more optimistic about?
11th December - More and more economists are forecasting a recession in the Euro area. Is recession supposed to be a local phenomenon or a global one? If a recession does come, what would it mean for investing?
10th November - The world is now faced with two major violent conflicts, one in Eastern Europe and the other one in the middle East. Should we run for cover on tour investments and keep as much as we possibly can in cash ?
13th October - Global stock markets have been super buoyant this year, with double-digit performances for many major markets. Isn’t this too much too quick ? Is it time to take profits?
Bernard Aybran, Head of Portfolio Management at CMB Monaco will help you make the most of the financial news.
8th September - The summer lull, many sectors of the economy tend to slow down quite markedly during the summer months. Does this mean nothing happens on the markets then?
Bernard Aybran, Head of Portfolio Management at CMB Monaco tells us more.
10th August - Statistics, earnings releases, Central Banks, commodity markets, currencies, breaking news. Financial news never stop flowing, 24/7, sometimes contradicting each other, sometimes causing sharp reactions on markets.
As an investor, how can you make sense of it? How can you leave the noise aside and retain the meaningful, the relevant features?
Bernard Aybran, Head of Portfolio Management at CMB Monaco will help you make the most of the financial news.
