BNP Paribas uses cookies on this website. By navigating this website, you agree to the use of them. Cookies enable to enhance your browsing experience, enable us to perform visits statistics and identify visits on our website coming from Media campaigns. Here are the links for more information about cookies and to manage your cookies settings.

#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.

Read our detailed analysis on our Voice of Wealth app available on the App Store and Google Play