Global Outlook Q2 18

Please find attached our Global Outlook for Q2 18.

Big US Tax cuts, threats of Trade War, fears of rising inflation, Fed rate hikes, strong earnings…It was indeed an eventful start of the year for investors. In the first part of this quarterly outlook, we review what we consider to be the 10 most relevant financial market stories of the first quarter.

In the second part, we share our thoughts & preferences for Q2 18 & beyond. Our key message is that higher volatility is here to stay and that recent developments require investors to position their portfolios in a different way than last year.

We hope you will enjoy this issue

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