STRATEGIC ASSET ALLOCATION And MARKET UPDATE
Emerging Markets Under Pressure:
The Divergence Between The U.S. And Other Countries Is Still Increasing
By Alessandro Magnoli Bocchi and Francisco Quintana
27 September 2018
In this paper we present:
- our forecasts for various countries and regions of the global economy;
- our outlook for global equities, fixed income, currencies, commodities and real estate;
- our pro-forma strategic asset allocation.
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Download PDF : R&R Asset Allocation and Market Update – September 2018
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