Markets correction also continued in March with new lows on the indices.
We can still frame the market movements as necessary to get back quotations to more interesting and attractive levels for new entries on the stock market.
While still having a positive view on the stock market, considering cheap valuations for many stocks, other analyzes lead us to reflect on the future of the markets.
But we will talk about this in the usual "Sentiment" section, with both technical and qualitative insights.
The securities portfolio and hedges, realized with ETFs and derivatives, made it possible to close the month unchanged despite the negative performance of the markets.
We attach schedule of the portfolio.