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Multi-Asset Themes

Short Term Resilience, Waiting for Elections and Fiscal Policy


The fall electoral season will be, in our view, a source for market volatility. Short term risks to the outlook have eased somewhat, thanks to the stabilization of commodity price and resilience to Brexit, but for a more benign medium term outlook will be essential a more decisive fiscal response. We believe that the search for yield is set to continue favouring the credit market and high yield bonds. We are positive on EM Equities - India and China - as we believe the structural transition is progressing well.


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.


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


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