Weekly Strategic Insight - 27th February 2017

Candriam
 
27/02/2017
Over the past week, the BofAML Manager Survey has confirmed rising inflows and a bullish equity positioning...

Over the past week, the BofAML Manager Survey has confirmed rising inflows and a bullish equity positioning. However, equity positioning is not yet exuberant given the fundamental improvements observed over the past 12 months. European equities have not yet sustained any outperformance despite the favourable international and domestic context, as investors remain cautious due to widespread political risk. Economic data continue to remain supportive, but the recent bond yield decline clearly signals increased caution on the rising political risk in France.

Read more : https://www.candriam.com/en/professional/weekly-insight/27.03.2017/


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