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Cross Asset Investment Strategy - October 2016

 

CROSS ASSET INVESTMENT STRATEGY - October 2016

 

Insights

2016-10-summary

 

Asset Allocation: US elections, the yuan in the SDR, monetary and fiscal policies, etc. – what has truly changed?

Risk Factors

Macroeconomic picture

Macroeconomic and financial forecasts

Italy

Why is the Italian recovery so slow?

China

China: is stabilisation sustainable?

Monetary policies

Ben Bernanke is still the central banks' thought leader

What could a President Trump mean for the FOMC?

Credit

CBPS: The BoE’s corporate bond purchase programme at work

US household borrowing: old habits die hard

 

Alternative asset management

Capturing liquidity premia with alternatives

Equity markets

CAC 40 corporate earnings: the beginning of a turnaround?

Sectorial highlight

The rise of the Millennials: a key challenge for the consumption sector

Research Team

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Cross Asset Investment Strategy - October 2016
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