Wealth Asia Connect Treasury & Capital Markets Europe ESG Forum TechTalk
now loading...
Asset Benchmark Research EFund
Dawn of a New Era - 2020 Global Macro Strategy Outlook

In 2019, the US Federal Reserve quickly ended its tightening cycle, cut interest rates three times and reversed its balance-sheet normalization plan. China’s credit crunch also shifted to a modest expansion. The European Central Bank restarted asset purchases and emerging market central banks entered into a rate cut cycle. Driven by abundant liquidity from global policymakers, a stark contrast to the environment in 2018, asset prices rallied across the board with handsome returns from stocks, bonds, commodities, precious metals and real estate in 2019.

旧周期的尾声与新周期的曙光 - 2020全球宏观与资产配置展望