Investors must remain cautious and selective in a context where Eurozone indicators prove better than anticipated despite geopolitical risks, the US benefits from a positive economic backdrop and where Asia maintains its growth.
Pascal BLANQUE - CIO Amundi
Trump, Brexit, European elections… not all is going according to plan… Review, scenarios, and strategies
The Trump effect, the Brexit effect, and the impact of European elections are probably three of the top risk / opportunity factors for 2017
At least three long-lived myths have proved to be misleading; Japan faces persistently sluggish profit growth, political risk is a signal to sell, and protectionist rhetoric leads to a slowdown in world trade. The reality is very different.