13 insights found
22 November 2019
Multi-asset investments views – December 2019 The market rotation should continue
Our key convictions: We are tactically overweight equities as positive developments (Central banks easing, Trade war, Brexit, Banking Union) are releasing some pressures and should allow global growt ...
23 October 2019
Multi-asset investments views – November 2019 Is this as good as it gets?
17 October 2019
Multi-Asset investment views - October 2019
Serge Pizem shares his views on the global economic outlook
24 September 2019
Multi-asset investments views - October 2019: Market repricing
We keep a slight cyclical tilt in our Euro equity exposure as market pessimism on Eurozone growth is still extreme. We remain prudent on US equities as prices are close to all-time highs while the un ...
29 July 2019
Multi-asset investments views - August 2019: Extreme pricing
We remain prudent on US equities given trade war risks and aggressive Fed pricing; we have introduced a cyclical tilt in our Euro equity exposure as market pessimism on growth is extreme
24 June 2019
Multi-asset investments views - July 2019 - Will the Fed lose patience?
US monetary policy outlook appears increasingly dependent on the medium-term outlook for US trade policy. We still expect negotiations to resume between the US and China after a meeting between the ...
28 May 2019
Multi-Asset Investments views - June 2019 - Trade war remains front and center
As a result, developed markets (DM) have adjusted slightly lower recently but remain within firing range of their recent highs
09 May 2019
Multi-Asset investment views - May 2019
Serge Pizem shares his latest views on market developments and MAI Asset Allocations.
29 April 2019
Multi-asset investments views - May 2019 - Almost priced for perfection
Risky assets continue to rally with equity markets moving to fresh year-to-date highs. As a result the MSCI World is now only 2% below its all-time record.