C WorldWide Asset Management – Equity Market Outlook June 2017

Bo Knudsen, CEO and Portfolio Manager at C WorldWide Asset Management, shares his thoughts on the equity market, what are the new trends and what to expect in the next 3 to 5 years.

Global financial markets are stimulated by very aggressive monetary policies. Policy support for economical expansion will continue.

In this video, Bo explores the following topics:

  • Fiscal stimulus will happen
  • Focus on the new theme: rise of the Nation State
  • The industrial recession and the new investment cycle
  • New vision for Euroland
  • The risk of higher interest rates

This video has been prepared by C WorldWide Management Fondsmæglerselskab A/S (“C WorldWide”). C WorldWide  is regulated by the Danish Financial Services Authority under Danish laws, which differ from Australian laws. In Australia, C WorldWide is exempt from the requirement to hold an Australian Financial Services Licence by operation of ASIC relief. C WorldWide is permitted to provide financial product advice in certain classes of financial products to wholesale clients. This video is distributed in Australia by BNP  PARIBAS ASSET MANAGEMENT Australia Limited ABN 78 008 576 449, AFSL 223418 (“BNPP AMAU”).

It is produced for general information only for the exclusive use of wholesale investors and does not constitute financial product advice, nor an offer to issue or recommendation to acquire any financial product. You should seek your own professional advice in relation to any financial product referred to. Any opinions included in this document constitute the judgment of the document’s author at the time specified and may be subject to change without notice. This video may not be copied, distributed or passed on, directly or indirectly, to any person without the express consent of BNPP AMAU and C WorldWide.

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