Multi-sector asset allocation outlook – Q4 2020

Invesco
By November 20, 2020 11:02

Multi-sector asset allocation outlook – Q4 2020

Multi-sector asset allocation outlook – Q4 2020

IFI multi-sector asset allocation overview

Macro factor summary:
We have upgraded our growth expectations for the US and Europe and expect growth momentum to persist in 2021. We expect spare capacity to keep global inflation contained in the near term. Global financial conditions remain easy but appear to be factored in by markets.

Asset allocation summary:
Our macro factor framework suggests neutral positions in global duration and credit …

Invesco
By November 20, 2020 11:02

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