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Looking ahead to H2: will Goldilocks last?

Investment strategy

BNP Paribas Asset Management
 

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This content is intended for Institutional Investors (as defined in the Securities and Futures Act, Chapter 289 of Singapore) only and is not suitable or intended for persons who do not qualify as such.

This month, Guillermo Felices, Head of Research and Strategy with the MAQS team, assesses whether ‘Goldilocks’ is likely to last as he looks at macroeconomic data, central bank policy and trade-war risk. He explains how we are positioned.

 

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