Market Strategy Video November 2013
Central banks have recently been surprising the markets: last month, the FED did not start to taper and this month, the ECB lowered its official rate. How did the markets react? Furthermore, we maintain our optimism on equity markets in the US as well as in Europe and move to an overweight position on the Japanese equity markets. Why? Last of all, the emerging world is digesting weaker-than-expected economic figures. In some countries, current account deficits are worsening, inflation is accelerating, and currencies are depreciating. Learn more in this episode!