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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Asset Allocation for May 2018

Corporate season in US shows very strong results but investors focus on tensions between America and China

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Asset Allocation for April 2018

World economy is preparing for trade war between USA and China. Current news from Syria affect commodity markets

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