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26/09/2024Equity markets:
- Emerging markets offer a significant growth potential
- Big Data remains a dynamic investment theme
- Healthcare offers resilience through organic growth, especially valuable amidst the economic slowdown
- European Small Caps present a historic discount, creating compelling investment prospects
Bond Markets:
- Emphasis on carry strategies for steady income
- A focus on emerging debt for diversification
- Subordinated debt, both financial and corporate, within the Investment grade segment offer interesting opportunities
- Target maturity strategies stand out with attractive yields and significant diversification at the issuer level
Watch the full video to delve deeper into these strategic insights.