Alexandre Tavazzi

2022 was the only time bonds did not provide protection against an equity market sell-off of greater than 20 per cent.

Balanced 60/40 portfolio is poised for a comeback

Annual return projections for a 60/40 portfolio are the highest since 2015

The Great Resignation remains a valid theme, with labour market tensions putting pressure on companies.
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,...

A mall in Beijing. Fiscal stimulus in China is set to rekindle its recovery
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...

Japanese equities are relatively cheap, says the author. He also favours the Canadian dollar and Norwegian krone.
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...