Global Strategy Q4 2019

Erste Group
Door oktober 8, 2019 10:49

Global Strategy Q4 2019

Political risks and the associated ongoing uncertainties are weighing on the global growth outlook, and central banks have reacted by easing monetary policy further. Financial market volatility should remain high this environment. Growth in corporate profits is lending support to stock markets, and we continue to favor defensive sectors. In bond markets we recommend IG hybrid bonds in defensive sectors as well as BB-rated HY bonds.

Erste Group
Door oktober 8, 2019 10:49

Zoek

Asset Allocation Consensus September

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oktober 2019
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