Global Asset Allocation Views Q4

JP Morgan
By October 3, 2019 10:34

Global Asset Allocation Views Q4

TWO ISSUES HAVE DOMINATED THE ECONOMIC NARRATIVE IN 2019: TRADE AND MONETARY POLICY. So much so that all of the major gyrations in markets over the year can be linked to one or both of them. Rolling one-year returns on global equities are roughly flat – implying something of an offset between the two factors – whereas bond yields are a lot lower. Clearly, policy easing has a disproportionate effect in driving yields down, but equally today’s level of yields and the forward pricing of future rate cuts suggest that bond markets are expressing a rather more cautious view on growth than are stocks. 

JP Morgan
By October 3, 2019 10:34

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