US softer for longer: beware of the doom merchants


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 - US softer for longer: beware of the doom merchants, its leading quarterly investment strategy report.

Seven Key Calls:

Key Call 1: Gear to fading deflation fears
Key Call 2: Dislocation between commodities and commodity-linked assets
Key Call 3: Low real rates are here to stay
Key Call 4: Don’t fight the PBoC – they keep control
Key Call 5: Value in emerging markets
Key Call 6: US growth to be lower for longer: more convergence ahead
Key Call 7: Position for positive carry

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

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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.
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