Macro Quarterly – Q3 2019
7. Juni 2019 534 Views

Macro Quarterly – Q3 2019

Bend, don´t break

Highlights

  • We expect the global economy will ultimately stabilize around its long-term trend rate, but geopolitical risks have clouded the outlook.
  • Policy actions taken in the US and China, both in trade and monetary policy, are crucial to the global economy and markets. These actions and resilient labor markets should be able to prevent a hard landing in the global economy, but the risks around this view have risen.
  • Position on fundamentals; hedge the politics. We describe how our theme-based approach to investing provides balance and diversification across our strategies.

 

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