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Asset Allocation: 2017 momentum to continue, but…
perspectives d’investissement

Asset Allocation: 2017 momentum to continue, but…

Our view of the world warrants continued pro-growth investment positioning, even though we expect more modest returns going forward as the cycle matures.

perspectives d’investissement

Emerging Markets: Non-China emerging growth set to accelerate in 2018

Accelerating growth in most of the emerging markets complex should offset a likely modest Chinese deceleration next year

perspectives d’investissement

Soul food now has a higher price tag, even in Japan

The Bank of Japan remains the most accommodative central bank, despite some supply limits having been reached and inflation picking up on wage growth and an undervalued currency

Europe: Set to maintain its current momentum
perspectives d’investissement

Europe: Set to maintain its current momentum

Europe outperformed expectations in 2017 as economic and political risks abated. All signs suggest the strong recovery will continue in 2018

United States: More signs of a maturing cycle
perspectives d’investissement

United States: More signs of a maturing cycle

The US is on track for its second longest post-World War II expansion, even if growth should prove somewhat softer in 2018, given reduced slack

perspectives d’investissement

Taking the sustainable road in Latin America

Seeing the impact of your investment is what really matters. In these uncertain and changing times, investing for impact has become increasingly important

perspectives d’investissement

Global outlook for 2018: the cycle extends

Amérique latine : les risques politiques abondent mais le potentiel de hausse reste intact

Perspectives d’investissement 2018
perspectives d’investissement

Perspectives d’investissement 2018

Une année de continuité se profile pour les investisseurs en 2018, avec une croissance économique toujours supérieure à son potentiel. Cependant, il ne faut pas confondre continuité avec similitude

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