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Maurice Harari
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. [...]
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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.[...]
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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. [...]
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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[...]
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Asset Allocation Insights
Our monthly view on asset allocation (April 2019)
10 Apr 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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1 month in 10 snapshots
March 2019
22 March 2019
Amid rising concerns around the global growth outlook – and one month later than usual due to the government shutdown – the first estimate of US GDP growth during the fourth quarter of 2018 proved rat[...]
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Asset Allocation Insights
Our monthly view on asset allocation (March 2019)
14 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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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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