- Cross Asset Investment Strategy - November 2018 - Special Issue
Cross Asset Investment Strategy - November 2018 - Special Issue
Thursday 22 November 2018
Research / Market
Cross Asset Investment Strategy - - November 2018 - Special Issue
Find the latest edition of the monthly publication of our Research Team.
US-China trade: continuing the talks while making the war
In our opinion, we should dismiss the idea that talks could breakdown, albeit uncertainties remain. On one side, in order to reach an agreement China wants the U.S. to remove all extra tariffs, set targets for Chinese purchases of goods in line with real demand, and ensure that the text of the deal is “balanced” to ensure the “dignity” of both nations.
Economic crisis and political risk batter Argentina. Way out or opportunity?
Argentina’s economic situation: The economy is facing severe stagflation. Monetary and fiscal policy are extremely tight, consumer and investor confidence is low, and inflation is proving very sticky amidst wage indexation.
Asset Class Return Forecasts - Q2 - 2019
Our medium-term baseline scenario is that of a late business cycle slowdown followed by a probable mild economic recession in the next three to five years.