Asset allocation perspectives in a stronger for longer environment

Our cross-asset framework points to a constructive stance on the global cycle and we think risk assets will outperform over the next 6-12m even if rich valuations suggest the upside will likely be limited. We suspect that the risk that inflation will stabilise above the Fed’s target in H2 is still under priced by bond markets and remain cautious on duration. We discuss why equities will continue to edge higher but the pace of returns is likely to slow, and we see greater return potential in other asset classes such as credit.

Daniel von Ahlen

Global Macro Strategist

+44 (0) 20 3910 8105

Daniel von Ahlen

Global Macro Strategist

London, United Kingdom

Daniel is focused on quantitative modelling and developing cross-asset strategy analytics. Before joining Oxford Economics he received a Master’s in Economics from Kiel University. In addition, he gathered valuable experience during internships at NORD/LB and Assenagon Asset Management. He joined Oxford Economics as a graduate macro strategist in August 2021.

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