Balancing the risks

Standard Chartered
Door oktober 7, 2019 18:30

Balancing the risks

  • Our Global Investment Committee continues to see the current slowdown as a temporary soft spot, but acknowledges rising risks of a deeper downturn. Therefore, we take a balanced, barbell-like view across equities and bonds.
  • We have a preference for credit and other multi-asset income strategies in what may be a renewed ‘search for yield’. Within credit, we prefer Emerging Market (EM) USD government bonds.
  • Within equities, we maintain our preference for the US. We still see gold as a good way to hedge downside risks.
Standard Chartered
Door oktober 7, 2019 18:30

Zoek

Asset Allocation Consensus September

Zoek op datum

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