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    • Multi Asset Outlook

      we believe that the global macroeconomic outlook will continue to remain positive in 2017. This will eventually allow a potential shift in emphasis from monetary to fiscal policy. We are constructive regarding risk assets and reiterate our positive stance on global equities that, in our view, should continue to perform well in a reflationary environment.
    • 5 Multi-Asset Investment Themes for 2017

      The low growth/low inflation scenario that has characterised the last few years is set to give way to a more scattered and economically heterogeneous phase with inflation moving modestly higher, particularly in Developed Markets. In this new dynamic scenario, we believe investors should embrace an active and risk aware mind-set based on 5 major investment themes.
    • Spotlight on Global Asset Classes Q2 2017

      The growth outlook is benign: we have slightly revised up our global GDP growth forecast, now seen at 3.5% for 2017 thanks to a mild improvement in Developed Markets (DM). Inflation outlook is also improving thanks to narrowing output gap in a broad range of economies and a rebound for commodity and manufacturing prices. We remain constructive on risk assets, especially equities, that should benefit most from the reflationary scenario.