#Market Strategy — 06.07.2018

July 2018: Investment Strategy Update

Our analysis is that markets are still supported by strong fundamentals in terms of economic growth and earnings growth, but they need to digest the risks, including a potential trade war between the United States and its partners.

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#Market Strategy — 19.06.2018

Florent Bronès on our investment strategy recommendations for June

Risks are back in the spotlight. Political issues in Italy in particular, and to a lesser extent in Spain, have raised doubts in European markets.

#Market Strategy — 12.06.2018

June 2018: Market Strategy Update

#Market Strategy — 15.05.2018

Economic Outlook Update

Global growth to stabilize above potential level in 2018 before decelerating in 2019. Renewed trade tensions are the key risks.

#Market Strategy — 04.05.2018

Florent Brones' video on our investment strategy recommendations for May

Positive fundamentals have taken centre-stage.

#Market Strategy — 11.04.2018

Positive Outlook for the Swedish Krona

We upgrade our view on the Swedish Krona (SEK) to Positive. We forecast that the EUR/SEK will move to around 9.80 in 3 months and to 9.30 in 12 months

#Market Strategy — 09.04.2018

April Investment Strategies: What You Shouldn't Have Missed

Our main convictions for March in less than 2 minutes.

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