The letter discusses the need for a strategic and tactical approach to asset allocation in the face of global economic challenges. It highlights the forecasted global growth rates, the supportive role of central banks, and the limited returns from equity markets and government bonds. The letter emphasizes the importance of active management and risk management in navigating the financial landscape.
doj/DataSet10/EFTA01377061.pdf
{"title":"CIO Insights - August 2016","key_people":["Christian Nolting"],"document_date":"August 2016","document_type":"correspondence","key_locations":["UK","EU"],"document_subtype":"letter"}