The expert magazine of Ostrum AM

Read weekly markets analysis by Axel Botte, Ostrum Asset Management's Global Strategist.

Key points

  • Trump targets Mexico, again
  • Renewed market weakness, caution warranted on equities
  • Bund yields at all-time lows, hold on to long duration stance
  • Renewed tensions between EU and Italy

 

 

 

Weekly Strategy June 3, 2019.

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