This article is brought to you by Banque de Luxembourg Investments.

Perspectives Q4/2024

Macroeconomic environment 
•    The remarkable resilience of the US economy seems set to continue.
•    The Chinese government is implementing measures to stabilise the property market and stimulate economic growth.
•    Softer inflation has triggered a cycle of monetary easing on both sides of the Atlantic.


Financial markets
•    The rotation observed on stock markets in the third quarter is set to continue.
•    The main risk for stock markets at present is geopolitical.
•    The main theme for bond markets in the years ahead will be to seek alternatives to G-7 government bonds.

 

Read the entire publication.