Cross Asset Investment Strategy - March 2023

Thursday 09 March 2023

European equities are favoured in a fragile earnings outlook

In the United States, Big Tech-related sectors are surffering the most and we confirm a cautious view. 

In Europe, earnings resilience is keeping valuations at attractive levels despite the strong stock market rebound since late September. As long as the soft-landing scenario prevails, the European market could be considered a wildcard for international equity portfolios. 

Cross Asset Investment Strategy