Our market outlook for the rest of 2024
BNP Paribas Wealth Management
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Market Outlook for the Rest of 2024
This chapter reviews the performance of Coco or AT1 bank bonds in Europe, noting their increased risk but positive returns, and analyzes the potential effects of political uncertainty in Europe and a recession in the US economy in early 2025. It recommends maintaining a bullish stance on stocks in Europe, Japan, UK, and South Korea, and diversifying with commodities like gold.
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