Equity Markets: Tactical Neutrality in the Short Term
#Market Strategy — 13.04.2017

Equity Markets: Tactical Neutrality in the Short Term

Florent Bronès

In this month's market strategy video, Florent Bronès explains the risk of a temporary correction in equity markets in the short term.

Equities have performed well in recent quarters; they are already starting to price in the good news concerning macro-economic data and company results. Political uncertainty and the transition phase towards higher bond yields represent a risk of a temporary correction in equity markets. We maintain a neutral stance in the short term and a positive opinion in the medium term.


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