Asset Allocation Market Update September 2018

STRATEGIC ASSET ALLOCATION And MARKET UPDATE

Emerging Markets Under Pressure: 

The Divergence Between The U.S. And Other Countries Is Still Increasing 

By Alessandro Magnoli Bocchi and Francisco Quintana

27 September 2018

In this paper we present:

• our forecasts for various countries and regions of the global economy;
• our outlook for global equities, fixed income, currencies, commodities and real estate;
• our pro-forma strategic asset allocation.

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