Fabrizio Quirighetti Fabrizio Quirighetti

25 years of experience
Macroeconomic Strategist

July 2019

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

Our monthly view on asset allocation (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 th [...]

Our monthly view on asset allocation (July 2019)

Here we go again – the desperate hunt for yield is back. In a world with more than $13trn of negativeyielding debt, and where holding cash in devel [...]

June 2019

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

Our monthly view on asset allocation (June 2019)

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

Our monthly view on asset allocation (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 [...]

April 2019

The U-turn performed by the US Federal Reserve in a matter of six months is quite spectacular and possibly unprecedented.
 
 In early Octob [...]

Our monthly view on asset allocation (April 2019)

Markets continued to move higher over the period as central banks are expected to remain accommodative, extending the business cycle.  Despite that [...]

Our monthly view on asset allocation (March 2019)

Markets and asset prices continued to trend positively, supported by monetary policies that shifted from a tentative normalization trend  to neutra [...]