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Maurice Harari
Asset Allocation Insights
Our monthly view on asset allocation (February 2019)
11 February 2019
The start of the year was positive for markets despite the continuous deterioration of economic growth data. [...]
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1 month in 10 snapshots
1 Year in 10 Snapshots 2019
30 January 2019
The global economy experienced a steady slowdown in economic activity over the course of 2018.[...]
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1 month in 10 snapshots
December 2018
19 December 2018
We have seen quite a sudden reversal in the outlook for Federal Reserve monetary policy.[...]
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Asset Allocation Insights
Our monthly view on asset allocation (November 2018)
22 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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1 month in 10 snapshots
November 2018
21 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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1 month in 10 snapshots
October 2018
31 October 2018
Was 2017 the peak of post-GFC global growth momentum?[...]
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Asset Allocation Insights
Our monthly view on asset allocation (October 2018)
23 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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Asset Allocation Insights
Our monthly view on asset allocation (September 2018)
28 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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1 month in 10 snapshots
September 2018
27 September 2018
This summer, financial markets were shaken by an old unpleasant tune.[...]
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