Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
CIO Perspectives: Healthcare investment approaches and enterprise-level considerations
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Predicting recessions is not easy and we do not claim to have uncovered a perfect crystal ball. What we have developed is a framework for tracking the risks, and potential magnitude, of a downturn in the US economy.
US businesses are signalling that the trade war is adversely impacting them.
Given our view that the global economy is just as likely to contract as expand over the next three-to-six months, is it now time to position fixed income portfolios more defensively?
Investors faced difficult conditions in Q3 with risk appetite alternating based on the dynamic interplay between trade, monetary policy and growth.
Key findings from the Multi-Asset Solutions Strategy Summit