Market Strategy Video June 2013
In the last few weeks, bond yields have moved up a lot both in the US and Europe. Why? A consolidation has also started on equity markets. It is an opportunity to increase positions if investors are not exposed enough to risky assets. Furthermore, we remain positive on European stock markets for other reasons than the economic recovery, which will only come back in 2014. Last of all, we will go over the risks that need to be monitored in the coming month.