The asset manager for a changing world
  • Home
  • Asset Allocation December 2019

Asset Allocation December 2019

 

In this month’s video we present our asset allocation outlook for 2020. We explain our ‘fragile goldilocks’ base case and the two main risks around it – a more entrenched ‘synchronised slowdown’ and a sustained ‘reflation’ environment. Finally, we explore what all this means for our main asset allocation views.

Corporate

Investment strategy