| Global Multi Asset Thought of the Week • 09-Dec-2024 | |
Will Trump 2.0 Be as Good for the Markets as Trump 1.0?
Cyril Moulle-Berteaux
Markets are bullish on Trump’s second term, hoping for tax cuts and better growth. We expect no net stimulus and a decent size hit from tariffs and immigration. This should be bullish for bonds as the Fed continues cutting, but could be a disappointment for frothy stocks.
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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-Oct-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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