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| Green Shoots With Deep Roots |
The trajectory of fundamentals continues to surprise on the upside. Unlike others, we have been calling for global growth to reaccelerate after wobbling into the spring as a result of China’s economic problems, the Fed’s uncertain direction, and President Trump’s trade policies.
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Read the full report
Each month, we meet to evaluate our overall risk positioning and asset class convictions over a nine- to 18-month horizon. In this report, we take a broad look at the markets and our risk posture. Then, we drill down to discuss the
latest developments affecting our positioning within asset classes and provide a snapshot of our convictions across regions and markets.
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PineBridge Investments, May 2019-Michael J. Kelly, Global Head of Multi-Asset
29.05.2019
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