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Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his 3 recommandations for the Summer: 

 

  1. Global disinflation continues, UK, US and European central banks to cut rates

  2. Q2 earnings season has generally been strong, particularly for our favoured Banks and Healthcare sectors

  3. Fed rate cut cycle should benefit Gold, which remains close to its all-time high

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