Where do we see potential within alternatives?
Do we still see promise in emerging market growth?
Macroeconomic assumptions: Mostly stable, mostly moderate
What are the bright spots in fixed income?
Can you close the return gap?
What are the risk and return considerations when it comes to private credit?
Do high yield bonds and leveraged loans still have room to run?
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
EURUSD should be rangebound