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Market outlook March 2019 - A bear market is well contained

As we enter March, we are maintaining a moderate overweight in equities, an underweight position in global bonds and a cyclical tilt in our portfolio. The macroeconomic situation has remained relatively unchanged since the last market outlook, but we are seeing signs that China is stimulating the economy through the credit channel. In addition, we have received further confirmation that the central banks are responsive to a negative growth development, as they are communicating a slower tightening of the monetary policy than they did in 2018.

» Read our market outlook for March


» Les forbehold (disclaimer)