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VIDEO: Monetary Policy and Asset Allocation

March 1, 2018

In this video we talk through the global monetary policy outlook and how it ties in with asset allocation.  Monetary policy has been a major force, perhaps more than ever, over the past decade in driving asset prices across markets and regions, so it's a key topic for active asset allocators to be across.

 

The presentation covers 3 main themes or topics:

1. The Global Growth and Inflation Outlook: such as synchronized strength across developed economies, tightening capacity utilization, and an expected increase in inflation.

2. What to Expect from Central Banks: such as the turning of the tides globally for quantitative easing, and the transition from rate cuts to rate hikes at a global aggregate level.

3. Risks and Opportunities across the major asset classes: such as the medium term outlook for gold and bond yields, and investing in global equities during the later stages of a business cycle.

 

 

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