#Market Strategy — 09.11.2018

November 2018: Investment Strategy Update

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

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Toward a better trend in stock market in 2019/2019

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

Our base scenario for 2019 remains favourable for risk assets as fundamentals are still positive.

Political factors still weigh on financial markets

The partial inversion of the US yield curve has caused a commotion on the markets. These reactions are overdone. A recession is not expected in 2019.

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

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