Saa July 2019

MARKET VIEWS: Q3-2019 ASSET ALLOCATION UPDATE

Exploiting The Tactical Risk-On In The Liquid Space, While Keeping Focus On Capital Preservation

By Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi and Farah Aladsani

1 July 2019

In this paper we discuss:

• Recent economic and geopolitical developments at global level;
• Rising macro-financial and geopolitical risks;
• How central banks will come to the rescue of markets in H2 2019;
• The market implications of all the above; and
• The implications for tactical and strategic asset allocation.

Contact us to obtain the password to open the PDF

Download PDF: R&R Asset Allocation and Market Update – Q3 2019

Back to Research

Back to Homepage