ETF provider: Lyxor (Societe Generale)

Ticker: MDA

ISIN: FR0010344929

Currency: EURO

Exchange: Euronext Parijs

This ETF many companies that have suffered from the rise of the Internet. But most have been successfully made a turn to Internet applications. This combination of old and new economy can be very successful in the future. We're going to look back at the results of the companies in this ETF.

ETF provider: Lyxor (Societe Generale)

Ticker: INS

ISIN: FR0010344903

Currency: EURO

Exchange: Euronext Parijs

Low interest rates reduce profits. But I do not think the ECB seen criticism dares to cut interest rates further. The ECB has indicated also to buy up outstanding loans from insurers. So there will be better times.

ETF provider: Lyxor (Societe Generale)

Ticker: RTA

ISIN: FR0010344986

Currency: EURO

Exchange: Euronext Parijs

Things are getting a little better in Europe. Retail will benefit. Both clothes and supermarkets in this ETF. Supermarkets have always fairly constant numbers for people to finally eat. The clothing industry has for years very heavy. Buying clothes can postpone long, but there comes a time when there must be something new.

ETF provider: Lyxor (Societe Generale)

Ticker: TNO

ISIN: FR0010344796

Currency: EURO

Exchange: Euronext Parijs

This ETF especially software and electronics companies and suppliers. Think Ericsson, ASML, SAP and Alcatel Lucent to such high expectations have pushed prices too high in the past. But the hype has been some time past. Most companies could not meet the last time the high sales expectations. The result; it is too gloomy and so is the price too low. These companies still have a bright future ahead. The price of this ETF will naturally recover.

ETF provider: Lyxor (Societe Generale)

Ticker: TEL

ISIN: FR0010344812

Currency: EURO

Exchange: Euronext Parijs

Still a sector with growth opportunities by increasing application and use. But profit margins are under pressure. However, most large infrastructure investments have already been made. Low interest rates remain possible acquisitions.

ETF provider: Lyxor (Societe Generale)

Ticker: HLT

ISIN: FR0010344879

Currency: EURO

Exchange: Euronext Parijs

Increasingly aging. More and more medicines and remedies for various ailments. Remains a growth industry despite margins somewhat under pressure. The low interest rates are expected acquisitions.

ETF provider: Lyxor (Societe Generale)

Ticker: AUT

ISIN: FR0010344630

Currency: EURO

Exchange: Euronext Parijs

There is still a slight economic growth in Europe. Exports of mainly German cars also goes reasonable. Most of it is to be expected from the replacement market. The crisis years, people are going to postpone the purchase of a new car. Cars are nowadays so good that you do what you continue to ride longer. But eventually age and excess mileage their toll and there must be a replacement.

ETF provider: Lyxor (Societe Generale)

Ticker: BNK

ISIN: FR0010345371

Currency: EURO

Exchange: Euronext Parijs

Banks have suffered from the low interest rates. The business model is under pressure. If there are doubts about the economy decline bank shares because one thinks the ECB will resume cutting interest rates. But the pressure on the ECB due to low / negative rate is huge. My estimate is that the ECB does not dare to set even lower interest rates and has to be something else. This will restore bank shares.

ETF provider: Lyxor (Societe Generale)

Ticker: INS

ISIN: FR0010344903

Currency: EURO

Exchange: Euronext Parijs

Low interest rates insurance companies suffer a lot. But the ECB will soon buy up corporate bonds. Mario Draghi said this (deliberately) the bonds of insurance companies. The ECB will therefore help the insurance companies. Will provide higher rates.