Global Insight -October 2019

October 02, 2019 | Yusufov Wealth Management


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The Global Insight Monthly offers perspectives from the Global Portfolio Advisory Committee.

The Global Insight Monthly offers perspectives from the Global Portfolio Advisory Committee on:

  • Funny money: Is the future of fixed income fixed expenses? The sub-zero interest rate experiment has changed the way central banks fight recessions. And with central banks going deeper down the rabbit hole of negative rates, we look at how investors can navigate the upside down world of negative yielding debt.
     
  • Global equity: As good as it gets? It’s usually the case the economy looks unstoppable before it peaks. The turn often comes when inflation rises to levels demanding more aggressive central bank tightening. But that is some ways off. We expect the North American economies and corporate profits—and share prices—will grow over the coming 12 months, perhaps beyond.
     
  • Global fixed income: Central bankers to politicos: “Do your jobs!” Monetary policy initiatives always grab the headlines, but there is another message emanating from central bank leaders to their political counterparts: The ability of monetary policy to move economies has its limits, and it’s up to the politicians to implement sound fiscal policies.

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