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Macro Strategy – Positioning for late cycle dynamics

with Javier Corominas and Daniel Grosvenor | Online | March 24, 2022

The Russian invasion of Ukraine means the Dollar and other global risk-free assets will continue to be bid for the next few weeks but will ultimately unwind once the funding stress is over in money and FX swap markets. Looking ahead, we are now entering a late cycle environment, and this implies a move to a more positive stance on US duration. We remain overweight non-US equities on the back of a significant valuation and sentiment driven gap that has emerged following the risk-off price action thus far.

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