#Market Strategy — 07.01.2019

2019 INVESTMENT THEMES

Presented by our team of investment strategy experts

Following a context of uncertainty that weighed on 2018, we anticipate an improvement in confidence that will drive a positive momentum in stock markets.

Our 10 investment themes for 2019 will mostly focus on equity markets which will resume an upward trend amid a volatile environment.

The first two themes, however, are aimed at investors seeking performance
but with a more cautious profile.

The third and fourth themes look at opportunities in Asia. One is related to the
internationalisation of China's capital markets and the other addresses the
winners of new trade policies. It is anchored in the assumption of a shift in
supply chains, leading to new opportunities in areas such as technology
components, food and auto parts in some countries.

Themes 5 to 9 are based on specific demand-driven stories such as new
developments in mobility, security, greener and smarter cities, longevity and
Industry 4.0.

The last theme looks at opportunities in currencies for both euro- and dollarbased
investors.

THEME 10

Currencies: finding diversification opportunities

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