+1 Added to my documents.
Please be aware your selection is temporary depending on your cookies policy.
Remove this selection here

Cross Asset Investment Strategy - March 2017

ASSET ALLOCATION

 

 

 

2017.03 - Couverture Sommaire

 

Our convictions

This month's topic: French Presidential Election: taking stock of the situation and decrypting current issues

This month, we present the main issues and scenarios relating to French presidential and legislative elections, as well as the most likely market impacts.

Summary tables

Risk Factors

Macroeconomic picture

Macroeconomic and financial forecasts

EXECUTIVE SUMMARY

Equity markets

France or the United States: where does the real danger lie for equity markets?

 

Monetary policy

How will the Fed’s balance sheet return to normal?

 

Focus: The quantitative easing mechanism

Emerging markets

Emerging economies:don’t throw the baby out with the bathwater!

 

Is China shaping a new three-year global upturn cycle?

 

Corporate bonds

EUR corporate bonds: a cross-check on valuations

 

Focus: European businesses will progressively increase their debt again

Sectorial highligt

In-EV-itable Faster adoption of electric vehicles on the road ahead

 

Research Team

Download this article in PDF format

Send by e-mail
Cross Asset Investment Strategy - March 2017
Was this article helpful?YES
Thank you for your participation.
0 user(s) have answered Yes.