Strategic Asset Allocation Market Update March 2018

STRATEGIC ASSET ALLOCATION And MARKET UPDATE

Cautious Risk Exposure With Defensive Positioning

By Alessandro Magnoli Bocchi and Francisco Quintana

29 March 2018

In this paper we provide:

• An update of the Strategic Asset Allocation published in December 2017, in the light of recent market developments;
• A macroecomomic overview of both developed and emerging economies; and
• An overview of recent market performance.

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