Asset Management: Monthly Letter – November 2018


Marc-Antoine Collard, Chief Economist, Head of Economic Research, Asset Management, Europe

After a hectic month of October, stock markets have recently recovered on the hope that the negative factors which battered the global economy earlier this year will eventually fade and allow a re-acceleration of the investment cycle as business confidence improves. That said, the latest leading economic indicators are mixed.

Read the full analysis in the Monthly Letter (PDF 124 KB)