#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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The recent rise in oil prices helped High Yield debt to start a rally, which is reassuring.

Discover Florent Bronès insights and recommendations for February 2019.

Stock markets are reaching an important resistance zone.

This theme focuses on specific EM sector/stock beneficiaries of the shift/upgrade of supply chains

China’s journey of liberalisation has continued to accelerate with its stock, bond and currency markets opening up further.

A better start to 2019, we still favour pro-cyclicals.

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