Economy and financial markets: a tug of war on Wall Street?

The global economy is showing clear signs of slowing down. Moreover, risk factors such as Brexit and tense relations between the United States and China still leave a cloud of uncertainty. In return, most central banks have adopted a more accommodating stance. In the absence of a recession, it seems important for us to stay invested. This month, our U.S. equity manager at iAGP has agreed to share his optimism regarding the outlook for the U.S. stock market, corporate valuations and the positive impact of new technologies.