Contradictions Abound: Pick your Battles


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 - Contradictions Abound: Pick your Battles, its leading quarterly investment strategy report.

Seven Key Calls:
Key call 1: Protect against higher G10 inflation prints
Key call 2: Gear to inflation divergence G10 - EM countries
Key call 3: In search of value and positive carry
Key call 4: China's restructuring to trigger market volatility
Key call 5: The eurozone recovery gains momentum
Key call 6: Keep high exposure to commodities and commo-linked 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.

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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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