Maurice Harari Maurice Harari

11 years of experience
Senior Portfolio Manager

Our monthly view on asset allocation (November 2018)
The month of October introduced a sharp correction to financial markets on the back of concerns about a Chinese slowdown, peak earnings, trade war, the Italian budget and the tightening of US monetary [...]
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November 2018
The US economy is still growing strongly. This was, in a nutshell, the message from the preliminary Q3 GDP report, posting a 3.5% annualised expansion, after a 4.2% expansion in Q2.[...]
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October 2018
Was 2017 the peak of post-GFC global growth momentum?[...]
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Our monthly view on asset allocation (October 2018)
While the causes and symptoms of later-cycle dynamics are legitimate, we are still constructive maintain our pro-risk stance of equities over bonds. [...]
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Our monthly view on asset allocation (September 2018)
While the macro backdrop continues to support risky assets, there are visible storm clouds gathering that could precipitate a change in risk appetite. [...]
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September 2018
This summer, financial markets were shaken by an old unpleasant tune.[...]
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August 2018
US GDP growth stayed strong in Q2, rising at 4.1% qoq, the highest pace since 2014.[...]
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July 2018
Despite all the announcements, tweets and threats of the past few months, additional tariffs on US imports of Chinese goods and China’s reciprocal measures had yet to be implemented at the end of June[...]
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June 2018
The US economy is still expanding at a steady pace, benefiting from the support of tax reform.[...]
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