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MAI views

24. März 2020

Multi-Asset Investments views – April 2020 – COVID 19 crisis: we have reduced our exposure to risky assets as short-term risk are high

Reduction of equity positioning in the short term - Virus related slow-down in Q2 and Q3 of 2020 is pushing the global economy into recession. Earnings should fall heavily

MAI views

23. Januar 2020

Multi-Asset Investments views – February 2020 – The market is climbing a wall of worry

We continue to overweight equities as positive developments (Central banks easing, Phase 1 Trade Deal signature, Brexit ) release some pressure and should allow global growth to navigate a soft landi ...

MAI views

19. Dezember 2019

Multi-Asset Investments views – January 2020 – Our investment views for 2020

We continue to overweight equities as positive developments (Central banks easing, Trade war, Brexit) release some pressures and should allow global growth to navigate a soft landing in 2020

MAI views

22. November 2019

Multi-asset investments views – December 2019 The market rotation should continue

Our key convictions: We are tactically overweight equities as positive developments (Central banks easing, Trade war, Brexit, Banking Union) are releasing some pressures and should allow global growt ...

MAI views

23. Oktober 2019

Multi-asset investments views – November 2019 Is this as good as it gets?

MAI views

17. Oktober 2019

Multi-Asset investment views - October 2019

Serge Pizem shares his views on the global economic outlook

MAI views

24. September 2019

Multi-asset investments views - October 2019: Market repricing

We keep a slight cyclical tilt in our Euro equity exposure as market pessimism on Eurozone growth is still extreme. We remain prudent on US equities as prices are close to all-time highs while the un ...

MAI views

29. Juli 2019

Multi-asset investments views - August 2019: Extreme pricing

We remain prudent on US equities given trade war risks and aggressive Fed pricing; we have introduced a cyclical tilt in our Euro equity exposure as market pessimism on growth is extreme

MAI views

24. Juni 2019

Multi-asset investments views - July 2019 - Will the Fed lose patience?

US monetary policy outlook appears increasingly dependent on the medium-term outlook for US trade policy. We still expect negotiations to resume between the US and China after a meeting between the ...