Cross Asset Investment Strategy - April 2017

Thursday 20 April 2017

Research / Market

Cross Asset Investment Strategy - April 2017

 

This month's topic : Trump, Brexit, European elections… not all is going according to plan… Review, scenarios, and strategies

The Trump effect, the Brexit effect, and the impact of European elections... What if everyone – or nearly – were wrong? The purpose of this article is to revisit the optimism on Trump and Brexit, and the pessimism on European elections. The impact on asset allocations could be much more significant than it is thought to be.

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