This section develops our central scenario and our main convictions. It highlights the main orientations of our asset allocation and presents the strategies that characterize the structure of our portfolios: bond portfolios, equity portfolios and diversified portfolios.
Philippe ITHURBIDE, Pascal BLANQUE
Pascal BLANQUE, Vincent MORTIER
After 43 years of membership in the European Union, the United Kingdom has voted in a referendum to withdraw. The purpose of this article is review the political and economic impacts on the one hand, and the impacts on the financial markets and asset allocations on the other. It addresses the main current concerns.
Global Head of Research