This year has so far offered an upturn in the markets that has compensated for the losses that investors took in December, our investment strategists write in the March edition of the monthly Global Asset Allocation Strategy.
Central banks are the drivers behind the current positive trend. Global economic growth and company earnings are, however, seen as weak links that may threaten continued gains. While our strategists don’t foresee a recession this year, they don’t see any convincing signs of a stabilization in the key data either.
How should an investor act amid this insecurity? Read the GAAS report for March (pdf, 2 MB) and find out what our strategists think.
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