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Global Multi Asset Thought of the Week  •  07-Nov-2024

China: Smoke and Mirrors 

Cyril Moulle-Berteaux
Chinese stocks are likely still underowned by local and global investors but their superficially low multiples do not represent a compelling reason to go overweight China until policy measures sufficient to solve its debt deflation problems are implemented.

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Global Multi Asset Thought of the Week  •  22-Okt-2024

The Most Contrarian Outcome - No Landing 

Cyril Moulle-Berteaux
Given a strong consensus for a Soft Landing and lingering Recession fears, No Landing would be the most contrarian scenario for markets. In fact, there are some hints that the dichotomy between strong spending and weak labor markets could resolve in favor of No Landing.

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Global Multi-Asset Viewpoint  •  31-Jul-2021

Inflation Outlook – One Year Later 

Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: "Inflation Outlook – One Year Later"

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Global Multi-Asset Viewpoint  •  20-Feb-2021

What’s in Store for Real Rates in the U.S.? 

Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “What’s in Store for Real Rates in the U.S.?"

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Global Multi-Asset Viewpoint  •  30-Apr-2018

Navigating Higher Inflation: An Empirically-Based Multi-Asset Approach 

Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “Navigating Higher Inflation: An Empirically-Based Multi-Asset Approach.”

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The Global Multi-Asset team uses a top-down global macro approach to investing, offering a variety of multi-asset strategies.
 
 

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