16, boulevard Royal – L-2449 Luxembourg
Maandag tot vrijdag
8.00 u. tot 17.00 u.

Every quarter, our fund managers analyse trends in the global economy and financial markets. Read their views on the third quarter of 2023.

Macroeconomic environment

  • The resilience of services activities is delaying the onset of recession.
  • Although inflation is slowing, the labour markets will need to deteriorate more significantly to reach the 2% target.
  • The central banks seem set to continue their monetary tightening during the summer months.

Financial markets

  • Stock market indices are increasingly driven upwards by a limited number of stocks that have become expensive.
  • The outlook for the Japanese market is positive.
  • Gold continues to resist rising real interest rates.

Schrijf u in op
onze nieuwsbrief