Four Secular Trends That Offer Long-Term Certainty Amid Short-Term Volatility

Outlook for Q4

Date:

Tendencias seculares en medio de la volatilidad

Autor: Cecilia Prieto

Laurent Denize, Chief Investment Officer at Oddo BHF AM: “We are seeing that flows and market positioning are becoming increasingly important”

The firm anticipates a landscape of rising volatility, declining liquidity, investor indecision, and yet rich valuations across many market segments. The expert believes this explains “the significant yield discrepancy we’re seeing between fixed income and equities,” adding that “bond positioning doesn’t make sense”