Critical intelligence on asset allocation and implementation across asset classes
After three months of modest increases, risk appetite has stalled on trade policy uncertainty. In March, we still favor bonds and defensive quality US stocks.
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Post Trade Solutions adds GBP/USD to its compression service, enabling firms to reduce FX risk, cut costs, and optimise cross-currency swap portfolios.
As we enter the second half of the year, the fading trade war rhetoric is paving the way for a renewed focus on diversified asset allocations.
In an environment of elevated macro risks and uncertainty, there are bright spots fuelling our optimism for equities.
With the world order in flux, investors can look to fortify portfolios by diversifying across global markets and capitalizing on attractive, high quality yields.
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