Multi-Asset Solutions Weekly Strategy Report
Optimism about a U.S.-China trade deal, and data releases suggesting recent global industrial weakness may have bottomed, lifted risk assets in November.
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Asset Class Views
Global Asset Allocation Views
Key findings from the Multi-Asset Solutions Strategy Summit
Global Asset Allocation Views 4Q 2019
Opportunities in public and private equity in China
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Global Asset Allocation Views
Key findings from the Multi-Asset Solutions Strategy Summit
Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
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