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.

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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.