Asset Management
We combine deep qualitative analysis by our team of investment specialists with powerful quantitative analysis from our proprietary software to inform an unconstrained approach for strong, risk-adjusted returns.
In this short video, he provides a macroeconomic framework for the upcoming quarter and an overview of the asset classes. He suggests that the recent actions and intentions of the major central banks reaffirm our negative view on the sovereign bond market. We expect steepening of the US curve as the third hike is already priced in and any news on the tax cuts or infrastructure should weigh on the long end. On the equities side, solid PMIs and robust consumer spending are the catalysts for positive trend continuation. As such, we favour Europe, US, Canada and Japan.
