Investment Outlook May 2019
Reduced risk exposure
Summary
- Continued good global GDP-growth at 3.3 per cent
- Equity shares and bonds priced much higher than a few months ago
We recommend lowering the risk level to neutral. Also read our theme articles on the attraction of India, how floating rate notes can protect youfrom interest rate risk and what the next recession may look like (which is not due for a while).
Read the full report
Summary May 2019 (web version)
Summary May 2019
Report May 2019