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Asset Management

Monthly House View – July 2024

The latest data confirms our scenario of a soft landing and a continuation of the disinflationary trend in the second half of the year.

This also seems to be the scenario currently favoured by investors.

 

Uncertainty has also increased due to parliamentary elections in France and the UK and the US elections coming up at the end of the year.

 

Our senior Economist & Strategist, Valentin Bissat, shares his perspectives in the latest House View video.

 

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