Asset Allocation for October 2018

Debt troubles across emerging markets and risks of weak corporate earnings season ahead hold stocks from going higher

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Asset Allocation for September 2018

Crisis in Argentina and Turkey spur investors out of risk assets in other EM countries

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Asset Allocation for July-August 2018

Geoponics is in the spot anew. Central banks ready to reduce market liquidity despite obvious macro risks

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Asset Allocation for June 2018

Investors were focusing on geopolitics again. Central banks set to be ready to reduce liquidity – evident risk for markets

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