Global Asset Allocation Strategy February 2019: Domino Effects

Michael Livijn chief strategist
Michael Livijn, chief investment strategist.
19-01-31 15:46 | Markets and investments

The equity markets are currently recovering after the major correction seen in December, our Investment Strategists write in their asset allocation strategy for February. Policies, most importantly the U-turn by the Federal Reserve, have been very helpful and may be able to break the negative domino effects of the fourth-quarter correction.  

The markets have already priced in a lot of the bad news post the sell-off which is why we continue to see strong performance amid disappointing key data, they write.

While global growth still seems decent and earnings are still expanding, the negative trend in both these areas needs to stop for us to have a sustainable rally.

What does this mean in terms of asset allocation during February? Find out by reading the latest Global Asset Allocation Strategy (pdf, 7 MB) and listen to the interview with Chief Investment Strategist Michael Livijn.

Oops! Accept Marketing cookies to view contents like this from Nordea

Read more news

Showing 5 of 771 results

CEO blog: Staying the course, standing by our customers

About Nordea Frank Vang-Jensen

Nordea's CEO blogs about the second quarter of 2020 and the challenges faced by society and companies due to the COVID-19 pandemic.

CEO Frank Vang-Jensen comments on the second-quarter result

About Nordea Frank Vang-Jensen

Nordea has published the result for the second quarter of 2020.

In 2015, Nordea Asset Management (NAM) started a dialogue with the pharma industry about the environmental and health impact of pharma manufacturing in India

Industry engagement in India paying off

Sustainability Awards

Nordea Asset Management has taken home the ‘ESG engagement initiative of the year’ prize in the 2020 Sustainable Investment Awards

Showing 5 of 771 results