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.
Watch this video and discover our experts view on financial markets.Watch now
Edited by the Macro & Market Research Team. The team of 13 analysts based in Paris, Cologne, Trieste, Milan and Prague runs qualitative and quantitative analysis on macroeconomic and financial issues.
The team translates macro and quant views into investment ideas that feed into the investment process.