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NEWS


BNP Paribas Wealth Management presents its convictions for 2019: focus on 10 investment themes

Good trend of economic growth and earnings, improvement in the stock market environment and easing political tensions underpin the 2019 investment themes selected by BNP Paribas Wealth Management strategists in the US, Europe and Asia to guide investors towards attractive opportunities.

These themes – anticipating markets’ growth potential – are therefore oriented towards taking risk and mostly focus on equity markets. The first two, however, offer alternatives for investors with a more conservative risk profile.

The 10 investment themes are articulated as follows: cautious strategies, themes dedicated to Asia, themes dedicated to equity markets and theme dedicated to currency diversification.

“For 2019, we expect fundamentals to prevail again, and so we think that political risk will diminish in the future.” said Florent Bronès, Chief Investment Officer at BNP Paribas Wealth Management. “Our base scenario for 2019 remains favorable for risk assets as fundamentals are still positive. Profits continue to rise, albeit more slowly, especially in the United States, interest rates are historically very low as inflation remains timid and stock markets are not too expensive. This consolidation is an opportunity to strengthen positions, if necessary.”

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10 INVESTMENT THEMES FOR 2019 CAUTIOUS STRATEGIES VIA DEFENSIVE INVESTMENTS AND REAL ASSETS

ASIA THEMES

EQUITY MARKETS THEMES

CURRENCY DIVERSIFICATION THEME

Source: https://group.bnpparibas/en/press-release/bnp-paribas-wealth-management-presents-convictions-2019-focus-10-investment-themes