Back

Publications

2020/01/21
MONTHLY INVESTMENT OUTLOOK - by Cédric Ozazman, Nicolas Besson & Marco Bonaviri

AT A GLANCE

  • Greater dependence on liquidity rather than fundamentals
  • Japanese equity market looks more attractive
  • Surf the liquidity wave for now
  • U.S. economic growth remains key for the greenback

Watch our CIO's analysis