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Multi Asset Themes

Complacency Ahead of Election Cycle and Possible Fed Hike



Against a backdrop of modest global growth, the forthcoming, crowded political agenda is setting the stage for the future of economic policies. Financial markets seem, to us, complacent and are not fully discounting the possible new wave of election-related volatility ahead. We prefer a cautious approach to equities, while we continue to favour EU credit and Emerging market assets. We maintain a positive view on gold and on the US dollar (vs the euro) as they may benefit from being safe havens ahead of a possible wave of volatility.

Cio Letter

The Era of Investment Solutions


The long-term trends that have underpinned bull markets over the last twenty years no longer exist and investors will have to deal with unprecedented challenges. With low expected returns across asset classes and risk on the rise, he expects the role of asset managers to evolve from product provider to solution provider. In the future, asset management will be about delivering to clients investment solutions that are measurable against concrete economic goals. The era of solutions will require a rethinking of product design, risk management and portfolio construction, as well as distribution models to deliver the investment experience that investors demand.

News

UniCredit, Banco Santander and Sherbrooke Acquisition Corp end Pioneer Santander AM merger talks

 

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