Rothschild Asset Management: Monthly Letter – March 2018
Marc-Antoine Collard, Chief Economist, Head Economic Research, Rothschild Asset Management
Since the end of January, volatility has made a noticeable comeback in the financial markets. This is a painful reminder that the financial environment will become much more complex as global inflation normalises and central banks are expected to adjust accordingly. The turbulence is also explained by weaker than expected macroeconomic statistics, which have cast some doubt on the continued acceleration of the global economy expected by the vast majority of market participants. Furthermore, the risk of protectionist escalation has returned to the forefront. This Monthly Letter analyses the economic environment in Asia, the eurozone, and the United States.
Read the full analysis in the Monthly Letter (PDF 403 KB)