Events and Webinars

Webinar

Asset allocation perspectives in a stronger for longer environment

with Daniel von Ahlen | Online | March 28, 2024

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.