Position for policy divergence between G10 and EM


The latest leading investment strategy report by SG CIB Cross Asset Research

For institutional investors only

SG CIB Cross Asset Research team has published today its new Multi Asset Portfolio - Position for policy divergence between G10 and EM, its leading quarterly investment strategy report.

Seven Key Calls:

Key Call 1: Gear to fiscal policy easing in G10
Key Call 2: Another up-leg for commodities and commodity-linked currencies
Key Call 3: Protect against higher G10 ex-Japan inflation prints
Key Call 4: Continued positive momentum for EM assets
Key Call 5: UK: Step 2 of the downturn expected
Key Call 6: Outsiders: Russian and Brazilian assets
Key Call 7: Focus on portfolio protection

View below a video with Alain Bokobza, Head of Global Asset Allocation, SG CIB Cross Asset Research.

Access all reports on www.sgmarkets.com

This interview contains financial analysis which reflects the opinion of the Cross-Asset Research department of Societe Generale at the date of its publication. It does not necessarily reflect the views of the other departments of Societe Generale nor the official opinion of Societe Generale. This interview is dedicated to institutional and professional investors and is not deemed to be seen and used by retail investors for investment purpose. The viewers shall consult their own financial advisers to make their own appraisal.