Fabrizio Quirighetti Fabrizio Quirighetti

20 years of experience
Macroeconomic Strategist

July 2019
The spectacular U-turn of the Fed regarding its monetary policy outlook has extended one step further in June.[...]
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Our monthly view on asset allocation (August 2019)
Financial markets have been spurred by the Federal Reserve and the ECB clearly signalling more monetary policy accommodation is in the cards for the second half of the year. [...]
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Our monthly view on asset allocation (July 2019)
Here we go again – the desperate hunt for yield is back. [...]
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June 2019
The global growth trend has been slowing since last year. This extended into May, raising concerns around the economic outlook.[...]
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Our monthly view on asset allocation (June 2019)
Let’s get straight to the point – disappointments and concerns are mounting. First, economic growth momentum remains weak. [...]
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Our monthly view on asset allocation (May 2019)
Markets continued to be supported by the goldilocks markets environment, where central banks remain dovish, growth is decent and there are no signs of inflationary pressures. [...]
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April 2019
The U-turn performed by the US Federal Reserve in a matter of six months is quite spectacular and possibly unprecedented. In early October 2018, the Fed had just raised its key rate for the seventh[...]
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Our monthly view on asset allocation (April 2019)
Markets continued to move higher over the period as central banks are expected to remain accommodative, extending the business cycle.  Despite that, we believe that it is now too late to chase the ral [...]
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Our monthly view on asset allocation (March 2019)
Markets and asset prices continued to trend positively, supported by monetary policies that shifted from a tentative normalization trend  to neutral with a dovish bias. [...]
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