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08
JUIL.
2014

Quartely Strategy by Arnaud Cayla

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Dear readers,

Here you have the latest Quarterly Strategy written by Arnaud Cayla.

The presentation focuses on two main topics: Emerging Markets (EM) and European equities. The most recent data from EPFR shows that retail investors have been selling EM equities, and with a recovering global economy EM earnings are set to improve over the coming quarters. Furthermore, we believe that the measures announced by the ECB will help to support the medium-term inflation outlook, and that the decision to intervene in the asset-backed securities (ABS) market is the most promising part of the ECB’s package.

(Click on the link below to download the PDF)

quarterly strategy july 2014

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