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Eric Mijot

Eric Mijot

22.03.2018 - Expert Talk

What about Cyclicals versus Defensives?

"Market fears have moved from rising bond yields to peak momentum story (peak of PMI, ISM, IFO, etc.), exacerbated around the US tariffs topic since early March. Hence the question about this ratio. "

Eric MIJOT

Equity Strategy

2017.04 - CAC 40: highest corporate earnings since 2010 with more surprises in store!

2017.04 - CAC 40: highest corporate earnings since 2010 with more surprises in store!

07.04.2017 - Monthly Cross Asset

CAC 40: highest corporate earnings since 2010 with more surprises in store!

In 2016, CAC 40 cumulative net earnings shot up 38% to their best level since 2010.

Ibra WANE

Equity Strategy

Concerns over worls growth

Concerns over worls growth

24.11.2016 - Monthly Cross Asset

Equity markets for 2017 and beyond - Which are the sectors for tomorrow?

On both sides of the Atlantic, the excellent 2016 performance of latematuring cyclical sectors and the declining performance of most defensive sectors clearly suggest that we are about to reach a cyclical high.

Ibra WANE

Equity Strategy

2016-07-08-5 Will earnings growth return next year

2016-07-08-5 Will earnings growth return next year

12.07.2016 - Monthly Cross Asset

Will earnings growth return next year?

The article assesses the credibility of consensus earnings forecasts by focusing on sector components.

Ibra WANE

Equity Strategy

Seemingly mediocre

Seemingly mediocre

14.12.2015 - Monthly Cross Asset

Seemingly mediocre, Q3 results actually confirm projections of an upturn in 2016 EPS for the eurozone

In Europe, Stoxx Europe 600 earnings were fairly lacklustre on the whole. The percentage of results exceeding analysts’ expectations was down sharply by comparison with the beginning of the year. Earnings declined -5% after +11% in Q1 and +7% in Q2 and the forecasts for the whole of 2015 and 2016 were cut back by approximately two percentage points between the beginning and the end of earnings season.

Ibra WANE

Equity Strategy

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