Monthly Report

August 2019

25 Jul 2019

by Peter Berezin, Chief Strategist Mathieu Savary, Chief Strategist, Developed Markets ex US & Head of Research Innovation Dhaval Joshi, Chief Strategist Arthur Budaghyan, Chief EM/China Strategist

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Contents

Executive Summary / Insight
Blessed By Low Inflation
Opening The Liquidity Spigots
Global Growth Indicators
Investment Implications: Strong Crosscurrents For Stocks
The BCA Round Table
Summary Of Views And Recommendations
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FIXED INCOME:
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COMMODITIES:
ECONOMY:
Footnotes
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August 2019

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