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Sticking with our strategic views

Editor - LMF International - 07/06/2022 10:30:07 (updated 07/06/2022 15:41:56)

• We still prefer equities over fixed income on a strategic horizon, but we moderate our stance after this year’s… »

Editor - LMF International - 24/05/2022 08:51:48 (updated 24/05/2022 16:26:31)

• We cut developed market (DM) equities to neutral on a risk of the Fed talking itself into overtightening policy… »

Editor - LMF International - 13/05/2022 10:14:30 (updated 22/10/2022 01:03:28)

■ The increasingly hawkish stance of monetary policy and heightened market volatility have focused investors on the prospect of a… »

Editor - LMF International - 09/05/2022 17:58:43 (updated 09/05/2022 18:53:07)

• We slightly reduce risk on a worsening macro outlook. We upgrade European government bonds and investment grade credit, and… »

Editor - LMF International - 26/04/2022 10:17:21 (updated 26/04/2022 14:14:11)

We like emerging market (EM) local debt within an overall bond underweight. Much monetary tightening has been done, and valuations… »

Upgrading Japan stocks Japanese equities did not escape completely unscathed in the year-to-date selloff in risk assets – yet are… »