Global Asset Allocation Strategy June 2019: Clash of the Titans

Michael Livijn, chief investment strategist.
19-05-29 11:45 | Markets and investments

May saw a pullback in equities amid further escalation of the trade conflict between the US and China. Both countries hit each other with new tariffs and hints were also made by China at the possibility of banning exports of rare-earth materials to the US. A strong service sector and healthy households weighed in on the positive side for the global economy, Nordea’s investment strategists write in the Global Asset Allocation Strategy for June.

However, with continued geopolitical uncertainty and key industrial indicators not demonstrating a turnaround, uncertainty remains the name of the game and the strategy for June is to stick to neutral on equities, they write.

Find out what our strategists think about the geographical allocation of equity investments and their view on the fixed-income markets in this month’s edition of the Global Asset Allocation Strategy (pdf, 1 MB).

Read more news

Showing 5 of 777 results

Navigating COVID-19: Sign up for Nordea’s Economic Outlook

Economic outlook

Register for the webinar, and receive the Economic Outlook released on 27 May.

Eric Pedersen

Sustainable funds: Nordea in European top league

Markets and investments Sustainability

Nordea Asset Management is in the European top league of preferred providers of sustainable funds.

Nordea and Nasdaq join forces to make the sustainability footprint of investments visible

About Nordea Sustainability Responsible investment

The sustainability footprint enables comparisons of the environmental footprint of our investment portfolios.

Diversity and inclusion – part of our work every day, all year round

About Nordea Sustainability

In our capacity of a major corporate citizen, we want to stand up for everybody’s equal value and opportunities

Nordea is a proud partner of Pride in the Nordic capitals

About Nordea Sustainability

Nordea strives to contribute to a society where diversity is seen as a strength

Showing 5 of 777 results