1 Cybersecurity Ventures, 2019 Cybercrime Report by Steve Morgan 2 Cybersecurity Ventures, 2019 Cybercrime Report by Steve Morgan William Therlin Investment Insights and Portfolio Adviser Amaya

1 eMarketer, Global eCommerce, June 2019 by Andrew Lipsman 2 Idem 3 McKinsey & Company, Perspectives on retail and consumer goods, January 2019 William Haggard Head of Investment Insights Amaya

1 Based on the latest UN estimate, 7th August 2019 2 ‘The Asian century is set to begin’, Financial Times, 26th March 2019 3 Market Cap, MSCI, Bloomberg data 4 Emerging Asia IMF definition

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Mosaique Views October / November 2019 04 Asset allocation 05 Asset class 06 Fixed income 07 Equities: regions 08 Equities: sectors 09 Currencies Asset Allocation is to most,

Monthly Market Summary October 2019 Summary: Earnings and 'Phase One' trade deal help markets October was a positive month for global equities, ending up 2.0% (in local currency). Government bond

Mosaique Views November 2019 04 Asset allocation 05 Asset class 06 Fixed income 07 Equities: regions 08 Equities: sectors 09 Currencies Asset Allocation is to most, the

Monthly Market Summary November 2019 Summary: ‘Risk on’ prevails as outlook improves ‘Risk on’ prevailed in November as global equities rallied, +2.8% (in local currency), while global government

Commentaire mensuel des marchés Novembre 2019 Résumé : L’appétit pour le risque domine sur fond d’amélioration des perspectives En novembre, l’appétit pour le risque a dominé avec une hausse de +