Quarterly macro and asset allocation – Zero Risk?

Helpful financial conditions and the removal of major political risks in Western countries are maintaining a healthy appetite for risk. The bull run has gone a long way, but seems capable of going further although the path ahead is increasingly strewn with pitfalls, requiring investors to watch out for a large spectrum of risks.


  • Global overview
  • Global GDP and inflation forecast update
  • Interest rates and exchange rate forecast update
  • Investment recommendations and global asset allocation

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