SYZ Insight

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Maurice Harari

12 years of experience
Senior Portfolio Manager

Our monthly view on asset allocation (September 2019) 12 September 2019

As is often the case, August has not been as quiet a month in financial markets as those taking summer holidays would expect. [...]

1 month in 10 snapshots

July 2019 26 August 2019

The spectacular U-turn of the Fed regarding its monetary policy outlook has extended one step further in June.[...]

Asset Allocation Insights

Our monthly view on asset allocation (August 2019) 23 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. [...]

Asset Allocation Insights

Our monthly view on asset allocation (July 2019) 22 July 2019

Here we go again – the desperate hunt for yield is back. [...]

1 month in 10 snapshots

June 2019 04 July 2019

The global growth trend has been slowing since last year. This extended into May, raising concerns around the economic outlook.[...]

Asset Allocation Insights

Our monthly view on asset allocation (June 2019) 14 June 2019

Let’s get straight to the point – disappointments and concerns are mounting. First, economic growth momentum remains weak. [...]

1 month in 10 snapshots

May 2019 28 May 2019

The US economy is bending, but not breaking. Economic growth momentum has been softer since Q4 last year, due to a variety of factors.[...]

Asset Allocation Insights

Our monthly view on asset allocation (May 2019) 16 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. [...]

1 month in 10 snapshots

April 2019 25 Apr 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[...]