Global Investment Views - February 2019

Wednesday 23 January 2019

Research / Market

Global Investment Views - February 2019 - CIO Views

Kick-off 2019 with courage and discipline

After a tough December, which led to an abrupt valuation reset, risk assets rebounded in the first weeks of the year, boosted by a market-sympathetic turn in Fed rhetoric and an increased optimism on trade negotiations. As the current reasons for optimism should be confirmed, we believe it is time to reapproach the areas of risk assets where the correction has brought value back, especially in emerging markets.

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