Market Strategy Video November 2015
Unlike the Fed and the Bank of England who are in the process of normalizing their monetary policies, the ECB and the Bank of China have planned to deploy more stimulating measures. This contradictory situation will be most particularly beneficial for the US dollar. On the other hand, the rise in earnings as well as the Central Banks' anti-deflationary measures have had a positive impact on the stock markets for mature countries. The most profitable stock markets are currently within the Eurozone - where they have shown strong earnings, while keeping prices down. Japan and the USA have also had an excellent profit momentum. In this context, we recommend equities for the long-term, as they benefit greatly from the economic growth.
For more indepth insight and analysis on current market trends to help you with your financial planning and investments, watch this month’s Market Strategy video.