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 783 results

The White House, USA

Close race, different market scenarios

Markets and investments

Read the latest publication from our Investment Center on the US election

Viktor Sonebäck and Johan Trocmé

Ever heard about Industry 4.0?

Nordea podcasts Businesses

Listen to Johan Trocmé, director at Nordea Thematics, and Viktor Sonebäck, associate at Nordea Thematics, in the latest podcast episode of Nordea On Your Mind

Anders Langworth

Sustainable banking? Yes please!

Sustainability

Good progress within the development of sustainable product offerings for our customers

-Meeting in doorway in factory of building

Stronger customer offering with Nordea Finance Equipment

About Nordea

From today, 1 October, SG Finans becomes Nordea Finance Equipment and joins with Nordea Finance

Showing 5 of 783 results