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.
Access all reports on www.sgresearch.com