
Asset Class Return Forecasts - Q2 2022
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SurveyWe keep the narratives and the probabilities of our central and alternative scenario unchanged versus last month.
More < 5 minutesOn the back of our quarterly updates, we have reviewed the narrative and the probabilities of our central and alternative scenarios.
More < 5 minutesOn the back of our quarterly updates, we have reviewed the narrative and the probabilities of our central and alternative scenarios.
More 5 to 10 minutesOn the back of our quarterly updates, we have reviewed the narrative and the probabilities of our central and alternative scenarios.
More 5 to 10 minutesWe maintain the narrative and probabilities of our central and alternative scenarios. In our central scenario, equities outperform on the back of abundant liquidity, improving fundamentals and accommodative monetary policy.
More 5 to 10 minutesWe note progress on the vaccine front despite logistics and side effects issues.
More 5 to 10 minutesSignificant progress in managing the pandemic, massive fiscal impulse in the US, and boosters in the RoW amidst accommodative monetary policies.
More < 5 minutesThis month, we maintain the probabilities and narrative of our central and alternative scenarios.
More 5 to 10 minutesThis month, we maintain the probabilities and narrative of our central and alternative scenarios.
More 5 to 10 minutesProfessional investors are Professional investors of the European Union, as defined as in European Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments(MIFID) to investment services providers and any other professional of the financial industry,and as the case may be in each local regulation, and, as far as the offering in Switzerland is concerned, a Qualified Investor within the meaning of the provisions of the Swiss CollectiveInvestment Schemes Act of 23 June 2006 (CISA), the Swiss Collective Investment SchemesOrdinance of 22 November 2006 (CISO) and the FINMA’s Circular 08/8 on Public Advertising under the Collective Investment Schemes legislation of 20 November 2008
European Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (MIFID)
Private customers or retail investors, or to investors who do not comply with the definition of qualified investors as defined in the applicable legislation and regulation
as defined in the US Securities Act of 1933
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