04
May
Volatility in financial markets offers new opportunities
Bullish recovery for US equities. Use the opportunity to reposition in emerging markets. Probable loss of « momentum » for European equities. Buy Switzerland.
Key Points
- The correction in equity markets offers new opportunities
- The recent phase of underperformance of the American market should not last
- Bullish recovery for US equities
- Positive outlook, but risks of loss of « momentum » after an exceptional April in European equities
- British stocks: remain cautious
- Yen correction in April fosters Nikkei perspectives
- A return to emerging markets is essential
- Chinese market to benefit from easing in political tensions
- Swiss equities benefit from a weaker Swiss franc
