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MAI views

Multi-Asset Investments Views - July 2020 - Back to work

MAI views

Multi-Asset Investments Views - June 2020 - The speed and shape of the recovery

Multi Asset

Multi-Asset Investments Views - May 2020 - COVID 19 crisis: glimmers of hope within the grim reality

Positive on Credit – Unprecedented support from both fiscal and monetary authorities should help to ease valuation and liquidity concerns

MAI views

Multi-Asset Investments views – April 2020 – COVID 19 crisis: we have reduced our exposure to risky assets as short-term risk are high

Reduction of equity positioning in the short term - Virus related slow-down in Q2 and Q3 of 2020 is pushing the global economy into recession. Earnings should fall heavily

MAI views

Multi-Asset Investments views – February 2020 – The market is climbing a wall of worry

We continue to overweight equities as positive developments (Central banks easing, Phase 1 Trade Deal signature, Brexit ) release some pressure and should allow global growth to navigate a soft landi ...

MAI views

Multi-Asset Investments views – January 2020 – Our investment views for 2020

We continue to overweight equities as positive developments (Central banks easing, Trade war, Brexit) release some pressures and should allow global growth to navigate a soft landing in 2020

MAI views

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 ...

MAI views

Multi-asset investments views – November 2019 Is this as good as it gets?

MAI views

Multi-Asset investment views - October 2019

Serge Pizem shares his views on the global economic outlook