Plenisfer Flash Outlook

In Short

The view from Plenisfer Investments on the current market situation

Looking ahead to the coming months, we can summarize the key ideas of our positioning as follows:

  • caution about the prospects for monetary policy easing
  • we prefer emerging markets over developed markets, except for China
  • asset allocation geared toward favoring real assets over financial assets

 

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03_2024 Plenisfer Flash Outlook.pdf
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