Investment Talks - China’s growth tremors
Wednesday 06 November 2019
News, Investment Talks
Risks, opportunities and the road ahead
Going forward, we expect public infrastructure capex to
accelerate, and the tight real estate policy stance to potentially moderate. Chinese policy mix remains stimulative, though in a very limited way so far and far away from the massive stimulus implemented in recent years.
Cross Asset Investment Strategy October 2019
Central banks have confirmed the shift to a much more accommodative stance.
Luxembourg Fund Merger Ranges
Merger of Luxembourg Flagship Umbrellas
Fixed Income Opportunities
Revisiting fixed income opportunities after the European institution appointments