SYZ Insight

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Maurice Harari

12 years of experience
Senior Portfolio Manager

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 [...]

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[...]

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. [...]

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. [...]

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.[...]

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.[...]

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 [...]

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.[...]