!css

Multi Asset Portfolio Outlook 2016 - US assets tired. Buy into oil and selected EM assets

04/12/2015

The latest leading investment strategy report by SG CIB Cross Asset Research

For institutional investors only

SG CIB Cross Asset Research team has published its new Multi Asset Portfolio - US assets tired. Buy into oil and selected EM assets, its leading quarterly investment strategy report.

To know more on the global and cross asset investment perspectives for the coming quarters, please visit: Multi Asset Portfolio - US assets tired. Buy into oil and selected EM assets

Seven Key Calls:
Key Call 1: Fed starts tightening
Key Call 2: Commodity prices bottoming out, oil price rises
Key Call 3: Reflation policies to support inflation prints and inflation expectations
Key Call 4: Cherry picking EM assets – Avoid Asia
Key Call 5: Brexit fears warming up
Key Call 6: Corporate governance to improve in Japan
Key Call 7: Key call #7 proposes ways to hedge the three key risks identified in each quarterly MAP


Access all reports on www.sgresearch.com