MARKET VIEWS
STRATEGIC ASSET ALLOCATION And MARKET UPDATE
Maintain A Defensive Risk Profile, Focus On Capital Preservation
by Alessandro Magnoli Bocchi
29 March 2019
In this paper we discuss:
- latest global macroeconomic, policy and market developments;
- how we expect global macro, policy and markets to evolve in Q2;
- how forecasts of main macroeconomic and market drivers have evolved since December 2018;
- how investors will position their portfolios in Q2 and the remainder of 2019.
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Download PDF: R&R SAA and Market Update - March 2019
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