Five questions shaping our vision

Investors are navigating an autumn market environment characterised by supply shocks, changing central bank policies and a busy election calendar. In this context, our investment strategy is based on a clear, disciplined assessment of opportunities and risks across all asset classes. Through the following five questions and answers, you will gain a better insight into our current positioning regarding interest rates, the US dollar and equities, as well as the key convictions underlying our outlook for the coming months.