5 Minutes for 3 Investment Horizons: The Strategic Outlook

| Multi-actifs

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

In this final video, they assess the long-term outlook, agreeing that it looks bleak outlook for bonds. However, Marko expects non-US assets to outperform while the CAS team sees continued outperformance of ‘quality growth’ stocks versus post-crisis laggards.

If you missed the previous videos in the series, they can be found here (Part 1) and here (Part 2).