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Asset Allocation InsightsAsset Allocation Insights is a prospective publication that analyses the macroeconomic framework and defines the allocation of assets.
Asset Allocation InsightsSummer is finally here in Europe, and with it comes a sense [...] 06 July 2021
Shops have reopened, restaurant terraces are crowded, office spaces filling and traffic jams back as Covid-related restrictions ease after the vaccine rollouts. [...]
Asset Allocation InsightsWorld economic growth in 2021 will be the highest in at leas [...] 31 May 2021
The ongoing global recovery is very strong. World economic growth this year will be the highest in at least four decades as economies recover from 2020’s huge shock. [...]
Asset Allocation InsightsIs the window closing to capture the cyclical upswing? 01 February 2021
Staggering spikes in Covid-19 cases, all too expected Brexit disruptions and shocking anti-democratic developments in the US kicked off 2021 with a bang. [...]
Asset Allocation InsightsPrepare for a new year’s rotation 22 December 2020
Following the initial uplift from the announcement of a Covid-19 vaccine, markets have slowed, caught between optimism for the 2021 outlook and short- term concerns around the second wave impact.
Asset Allocation Insights2021 MARKET OUTLOOK - No vaccine for low growth 08 December 2020
After an extraordinary 2020, on so many levels, many investors can’t wait to put the year behind us. The US election, for all its noise, has not really changed the fundamental investment landscape. [...]
Asset Allocation InsightsVaccine delivers a shot-in-the-arm for risk assets 01 December 2020
Although the global economy remains mired in a ‘Japanification’ scenario – the prevailing state of lower rates and slower growth – positive news of a Covid-19 vaccine was a boost for risk assets. [...]