Keeping bonds as a buffer

Also Interesting

• Asia Pacific Core Real Estate
• Fixed Income ViewPoints April 2017
• The U.S. Economic Cycle Why There’s More to Go

Weekly Commentary

• We see U.S. government bonds offering more diversification benefits in 2019 against a backdrop where economic growth is a key market driver.
• Global equities gained, as dovish Fed minutes helped fuel further positive momentum. German economic data missed expectations. Oil rallied.
• We see a low likelihood that the UK Parliament will pass Theresa May’s Brexit deal this week in its current form. The magnitude of a defeat is key