#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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President Trump and President Xi came to a trade truce at the G-20 meetings this past weekend.

The market consolidation in October does not jeopardise the major factors that have been driving the upward trend in the stock markets for 10 years

Profits continue to rise, interest rates remain historically low, and stock markets are not too expensive. Can it be an opportunity ?

What impact are Interest Rates going to have on other asset classes ?

Global equity markets saw a sharp sell-off last night with S&P 500 -3.3%, Nasdaq -4.1% and Euro Stoxx -1.7%.

The bull market over the medium term is not over.

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