The end of the Bond party
The latest investment strategy report by SG CIB Cross Asset Research
For institutional investors only
SG CIB Cross Asset Research team has published its new Multi Asset Portfolio - The end of the Bond party, a quarterly investment strategy report.
Seven Key Calls:
Key Call 1: From monetary to fiscal policy in G10
Key Call 2: Great rotation into value assets
Key Call 3: Protect against the new US trade policy
Key Call 4: Temporary trouble for EM assets
Key Call 5: China favouring 2017 growth at the expense of long-term reforms
Key Call 6: Buy volatility ahead of UK Article 50 trigger and French elections
Key Call 7: What we believe are true safe assets for 2017
Watch below a video with Alain Bokobza, Head of Global Asset Allocation, SG CIB Cross Asset Research.
Access all reports on www.sgmarkets.com