- Global Investment Views - June 2019
Global Investment Views - June 2019
Wednesday 29 May 2019
Research / Market
Increased risk requires a cautious attitude
After weeks of relative stability, the threat of a trade war has returned, shaking investor confidence and awakening markets from complacency. However, while there is still a significant optimism in the market that a deal can be struck, we believe that the risk of disappointment leading to another wave of volatility remains significant.
Global Investment Views - August 2019
Global Investment Views - August 2019 - CIO Views
The journey from market complacency to awareness of fragilities is in full swing, and the market correction in May is part of that, as is the recent recovery fuelled by dovish Central Banks (CB). Aware investors should recognise that the late cycle phase and mature market trends require improving fundamentals and positive political events to deliver sustainable uptrends in risk assets. But, it is difficult to see such improvements happening in the short term.
Cross Asset Investment Strategy - July 2019
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