5 Minutes for 3 Investment Horizons: The Cyclical Outlook

| Multi-Asset

In a new series of videos, 5 Minutes for 3 Investment Horizons, Florian Ielpo, Head of Macroeconomic Research in our Cross Asset Solutions team, and Marko Papic, Chief Strategist at Clocktower Group, discuss the investment outlook over three different time horizons.

In this second part, they assess the medium-term outlook, concluding that bonds have lost a large part of their appeal and investors will need to find new, alternative strategies.

Next week, we will share the third and final part of this series, which discusses longer-term views.

If you missed part one, it can be found here.