Over the past month, two hot topics have affected the markets: the US Federal Reserve’s suggestion of a pause in monetary policy tightening and progress in Sino-US talks on a trade accord.
In the current corporate earnings season results have been mixed: US companies have posted generally positive surprises, whereas those in Europe have disappointed. With positive surprises overall, Japan falls somewhere between the US and Europe.
In their latest outlook, two of our analysts present their expectations for the coming months: Maximilian MOLDASCHL, Senior Global Multi-Asset Strategist, Multi-Asset team at MAQS* and Guillermo FELICES, PhD, Head of Reasearch and Stratetgy, Multi-Asset team at MAQS*.
*Multi Asset, Quantitative and Solutions.
BNP Paribas Asset Management
BNP PARIBAS ASSET MANAGEMENT France, “the investment management company,” is a simplified joint stock company with its registered office at 1 boulevard Haussmann 75009 Paris, France, RCS Paris 319 378 832, registered with the “Autorité des marchés financiers” under number GP 96002.
This material is issued and has been prepared by the investment management company.
This material is produced for information purposes only and does not constitute:
1.an offer to buy nor a solicitation to sell, nor shall it form the basis of or be relied upon in connection with any contract or commitment whatsoever or
Opinions included in this material constitute the judgement of the investment management company at the time specified and may be subject to change without notice. The investment management company is not obliged to update or alter the information or opinions contained within this material. Investors should consult their own legal and tax advisors in respect of legal, accounting, domicile and tax advice prior to investing in the financial instrument(s) in order to make an independent determination of the suitability and consequences of an investment therein, if permitted. Please note that different types of investments, if contained within this material, involve varying degrees of risk and there can be no assurance that any specific investment may either be suitable, appropriate or profitable for an investor’s investment portfolio.
Given the economic and market risks, there can be no assurance that the financial instrument(s) will achieve its/their investment objectives. Returns may be affected by, amongst other things, investment strategies or objectives of the financial instrument(s) and material market and economic conditions, including interest rates, market terms and general market conditions. The different strategies applied to the financial instruments may have a significant effect on the results portrayed in this material.
All information referred to in the present document is available on www.bnpparibas-am.com