Key HF Data
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Mar 2012
|
Ytd |
| HFRI Composite index Euro |
-0,12% |
4,82% |
| HFRI Equity Hedge |
0,00% |
6,99% |
| HFRI Quantitative Dir |
0,36% |
6,48% |
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UCITS Alternative Index
|
-0,49% |
1,75% |
|
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* Speculation against France? France next after Spain?
* Todays’ OAT auction went well, the French treasury raised EUR 7,4bn at lower rates compared to January.
* key next auction is on the 16th of May
* Tobin tax might be finally implemented in France, followed by other countries across Europe.
* Europe is on the move to more social measures, even for Conservatives.
* Pressure on high revenues tax will encourage wealthy people to leave France.
* Private bankers are seeing their clients selling properties in France.
* in Luxemburg, tax advisers recommend to buy property in Berlin.
François Bayrou, center, has announced today that he will personally vote for the Socialist Hollande and refused to give vote instructions to its 3 millions voters. The debate between Sarkozy and Hollande was in favor of a calmer Hollande claiming for Justice and "la souveraineté du peuple", all strong words that the French population love...
If Hollande wins, it’s not the end of the world. He might have to do some early concessions to the left wing but Hollande is also well advised by senior people such as the ex Finance director Michel Sapin.
Several discussions this week with senior managers are indicating that the financial sector might vote blank as a protest against Nicolas Sarkozy. Other key French established traditional groups such as the army are rumored to do the same.
These elections are a protest against a politician, a way to control the establishment and to pressurize lobbying groups. French wont vote FOR but AGAINST. The French election might become a turnover in Europe where the power moves to more socialist values. Marine le Pen represents a move for more extreme positions on security and on protectionism.
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Maastricht Art Fair - New trends
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