#Market Strategy — 15.10.2013

Market Strategy Video October 2013

Florent Bronès

No changes foreseen in the key items of our investment strategy. Caution is required on fixed income assets but we maintain our optimism on equity markets: the FED is lowering its liquidity injections which is good news for the corporate sector. Furthermore, it would be logical for markets to pause during the next few weeks as they are facing several short term risks. Why? Last of all, at the opposite of what is happening in mature economies, the emerging world is digesting weaker than expected economic figures. Let's understand why and its impact on currencies.