Investment strategy Q3 2018: Strong fundamentals vs trade tensions

investment insights

Investment strategy Q3 2018: Strong fundamentals vs trade tensions



Stéphane Monier - Chief Investment Officer<br/> Lombard Odier Private Bank

Stéphane Monier

Chief Investment Officer
Lombard Odier Private Bank

With the soft patch experienced by non-US economies early 2018 now likely over, fundamentals should run strong. This supports our pro-growth stance. However, rising geopolitical uncertainty argues for a dynamic approach to managing active risk in our portfolios.

Discover our latest investment insights from Stéphane Monier, CIO Private Bank, and Samy Chaar, Chief Economist, in our quarterly investment strategy video.

 

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