Multi Asset Boutique

Vescore Global Market Outlook November 2019

Outlook
  • Capital markets driven by trade talks

  • Risk indicator remains high

  • Reduction in equity overweighting

  • Bond allocation slides below zero

  • Commodities: rising roll yields

  • Swiss equities: Value stocks less attractive

Capital markets are still being driven by central banks and the hope of reaching an agreement in trade talks. Our global bond allocation has dropped below zero, with the high equity allocation declining slightly.

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