Alexandre Tavazzi
CIO CORNER
Positioning portfolios for a closing of the gap in the US’ K-shaped economy
Looking ahead, stimulative policies are likely to benefit consumers
CIO CORNER
Real assets get their day in the sun
Their attractiveness is being boosted by the confluence of policy and macroeconomic forces in today’s global markets
Balanced 60/40 portfolio is poised for a comeback
Annual return projections for a 60/40 portfolio are the highest since 2015
CIO CORNER
Manning the defences: Investment themes for the rest of 2022
WITH rates rising in most places amid fears of persistent inflation, and with a dangerous geopolitical situation feeding into an energy shock,...
CIO CORNER
From inflation to growth concerns: A view of Asian markets
GLOBAL supply-chain bottlenecks, energy shocks, squeezed real incomes, tighter financial conditions, a fresh Covid wave – the ship that is the global...
CIO CORNER
Manning the defences: the case for active management and diversification
THE global economic cycle is currently being impacted by 3 separate shocks: tighter monetary policy, an energy crisis and a Chinese economy...
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