Global Tactical asset Allocation

UBP
Door februari 10, 2019 11:02

Global Tactical asset Allocation

Managing risk is key in highly volatile markets

  • Global growth should remain sustained in 2019, but it will offer rising disparities among countries and the cycle will be desynchronised across the main regions.
  • Despite an apparent truce in US-China trade dispute, global trade and domestic political issues reduce investor clarity.
  • Central banks in developed countries should normalise their policy further, but will be more data dependent as activity is expected to moderate.
UBP
Door februari 10, 2019 11:02

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The fight for the Democratic nomination moves into the next round. -> https://www.opiniopro.com/2020/02/fn/the-fight-for-the-democratic-nomination-moves-into-the-next-round/ #elections #usa #Trump #Republican #Democrats via @DWS_Group

Slowing but going -> https://www.opiniopro.com/2020/02/fidelity/slowing-but-going/ #AssetAllocation #Equities #FixedIncome #RealEstate via @Fidelity

The prospects for economies and markets in 2020. -> https://www.opiniopro.com/2020/02/bmo/the-prospects-for-economies-and-markets-in-2020/ #brexit #centralbank #china #Fed #manufacturing #oil #recession via #BMO

Navigating a Sentiment Crash -> https://www.opiniopro.com/2020/02/qma/navigating-a-sentiment-crash/ #crash #Equities #growth #sentiment #value via @pgim

Are you taking enough risk? How do you know? -> https://www.opiniopro.com/2020/02/invesco/are-you-taking-enough-risk-how-do-you-know/ #china #Equities #factor #FixedIncome #riskpremium via @InvescoEMEA

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