Emerging Markets Under Pressure: The Divergence Between The U.S. And Other Countries Is Still Increasing 

STRATEGIC ASSET ALLOCATION And MARKET UPDATE

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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Download PDF : R&R Asset Allocation and Market Update – September 2018