19 insights found
Multi-Asset Investments Views - July 2020 - Back to work
Multi-Asset Investments Views - June 2020 - The speed and shape of the recovery
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
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
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 ...
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
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 ...
Multi-asset investments views – November 2019 Is this as good as it gets?
Multi-Asset investment views - October 2019
Serge Pizem shares his views on the global economic outlook