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

(Only in English)

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