Global markets are climbing a wall of worry. Investor sentiment about the economy has deteriorated sharply over the past year. Equity prices have had a nice bounce back and we see further upside, but the potential is limited.
In this video Vincent Chaigneau, Head of Research, will focus on China, Brexit and the Euro Area slowdown, which will be major themes into spring.
CHINA, BREXIT, EUROPE:
3 INVESTMENT THEMES INTO SPRING
LIFE AFTER COVID -
THE LDI VIEW