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C WorldWide Investment Report – Q2 2019

Global Equities

BNP Paribas Asset Management
 

C WorldWide’s overview on Global Equities & Insights on the headwinds for the European auto industry that will also challenge the business models of the industry

In the US, most of the leading indicators for consumers are still positive. However, parts of the industrial sector are beginning to struggle, and macro economic uncertainties have increased. Counterbalancing this, the Fed seems ready to cut rates if they find it necessary. The ban of US exports to Huawei was a historical event and although a truce has been negotiated in the trade war between the US and China, we think China will have to redouble efforts to be technologically independent, introducing new risk into the tech value chain. In the quarter, most equity markets were only marginally up or down.

Report Highlights

  • C WorldWide’s outlook on Global Equities – Bo Knudsen, Managing Director and Portfolio Manager
  • European Auto Manufacturers – Value Stocks or Value Traps? – Morten Springborg, Global Thematic Specialist
  • C WorldWide Global Equities – Second Quarter Commentary

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