Investment Monthly September 2019

HSBC
By October 7, 2019 18:33

Investment Monthly September 2019

  • A surprise escalation of the US-China conflict in early August, and worries that this conflict will damage economic growth, led to a sell-off across risky asset classes in August. Meanwhile, expectations that the Fed will cut rates further supported a rally in bonds
  • This is a tricky environment. The valuation gap between bonds and equities continues to increase, so we continue to be pro-risk in multi-asset portfolios. But we need to be careful of not overextending the risk positioning. The global economy is vulnerable to shocks at this point
  • UK gilts look vulnerable at this juncture. A fiscal easing implemented by the new UK government could challenge gilts’ current pricing
HSBC
By October 7, 2019 18:33

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