The first eagerly-awaited statistics from China since the end of containment are in. Although they seem to indicate a strong economic recovery, bad news continues to arrive from the US, Europe, and Japan, all still heavily-impacted by the joint crises of Covid-19 and oil prices.
As investors, you may remain perplexed. How to position your portfolio, in the worst equity markets since 2008, and fixed income spreads returning to levels last seen in 2012?
Our views with Nadège Dufossé, Deputy Global Head of Multi-Asset, and Florence Pisani, Global Head of Economic Research.
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Asset Allocation
Returns of different asset classes vary widely over time, and studies have shown that asset allocation decisions usually generate the lion’s share of a portfolio’s performance.
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