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Asset Management

Monthly House View - August 2024

We are currently observing a pause in the global manufacturing cycle recovery.

In the US, signs of a cooling labor market and slowing services sector data support a soft-landing scenario.

The recent slowdown in economic activity is helping to alleviate inflationary pressures, leading us to expect that yields will continue to decline.

Discover the impact of the current economic environment on our asset allocation through the insights of Marie Thibout, Senior Economist & Strategist.

 

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