Global markets are climbing a wall of worry. Investor sentiment about the economy has deteriorated sharply over the past year. Equity prices have had a nice bounce back and we see further upside, but the potential is limited.

In this video Vincent Chaigneau, Head of Research, will focus on China, Brexit and the Euro Area slowdown, which will be major themes into spring.

CHINA, BREXIT, EUROPE:
3 INVESTMENT THEMES INTO SPRING

Market View by Vincent Chaigneau,
Head of Research

RELATED INSIGHTS

EQUITIES: POSITIVE RETURNS AHEAD DESPITE CHALLENGES
Equity markets have rebounded from a historical slump in Q1, with US markets even posting fresh record highs. We acknowledge the risen risks of setbacks amid loftier valuations, elevated political risks (US elections, Brexit and US-China frictions) and Covid uncertainties into autumn.
TAKING MONETARY POLICY TO YET ANOTHER LEVEL
The presentation of the new Long Term goal and strategy on August 27 marks a deep shift in the Fed’s monetary policy. The new way inflation and the labour market will affect monetary policy will result in a marked downward bias to interest rates.