Fabrizio Quirighetti Fabrizio Quirighetti

18 years of experience
Macroeconomic Strategist

Our monthly view on asset allocation (October 2017)
Godot finally arrived. After nine years and three quantitative-easing programmes (QE 1, 2 and 3), the Fed began to reduce its balance sheet this month. [...]
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Our monthly view on asset allocation (August 2017)
The economic backdrop remains favourable with positive global growth momentum, especially outside the US, and a lack of inflationary pressures allowing central banks to remain on the accommodative sid [...]
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Our monthly view on asset allocation (July 2017)
The risks are either that economic and inflation expectations dive suddenly or central banks start realising that the side-effects of their ultra-loose policy are getting larger than the expected bene [...]
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Our monthly view on asset allocation (June 2017)
Political uncertainty may remain the biggest unknown risk, if it’s large enough to lead to policy uncertainties.
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Our monthly view on asset allocation (May 2017)
Overall, the outlook for the global economy appears, therefore, to be fundamentally positive, but not as positive to require a rapid monetary policy tightening.
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Our monthly view on asset allocation (April 2017)
Looking in the rear-view mirror, the main introspection from critics would be that investors have been slightly too cautious too early on risky assets.
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Our monthly view on asset allocation (March 2017)
Equity markets and risk assets in general continue to defy fundamental valuation gravity.
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We are Yield Hunters
According to our "Yield Hunters", it is not yet time to give up on fixed income, even in this era of negative rates. [...]
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