Position for policy divergence between G10 and EM
The latest leading investment strategy report by SG CIB Cross Asset Research
For institutional investors only
SG CIB Cross Asset Research team has published today its new Multi Asset Portfolio - Position for policy divergence between G10 and EM, its leading quarterly investment strategy report.
Seven Key Calls:
Key Call 1: Gear to fiscal policy easing in G10
Key Call 2: Another up-leg for commodities and commodity-linked currencies
Key Call 3: Protect against higher G10 ex-Japan inflation prints
Key Call 4: Continued positive momentum for EM assets
Key Call 5: UK: Step 2 of the downturn expected
Key Call 6: Outsiders: Russian and Brazilian assets
Key Call 7: Focus on portfolio protection
View below a video with Alain Bokobza, Head of Global Asset Allocation, SG CIB Cross Asset Research.
Access all reports on www.sgmarkets.com