The macro context has been changing fast lately. Over the past few months, a 'goldilocks' environment with record growth, supposedly temporary inflation pres. In this month's Mi Insights video, Jeremy Gatto, portfolio manager in our Cross Asset Solutions team, discusses our overweight position in the USD and what h.
Looking at the components of our Global Growth Nowcaster, much of the recent slowdown is due to Employment, with job growth at a standstill. A breakdown of our proprietary Global Growth Nowcaster shows that the phenomenon of slowing economic expansion over the last couple of months is fairly broad.
Looking at the components of our Global Growth Nowcaster, much of the recent slowdown is due to Employment, with job growth at a standstill. A breakdown of our proprietary Global Growth Nowcaster shows that the phenomenon of slowing economic expansion over the last couple of months is fairly broad.
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We have always stayed true to our conviction that intelligent risk-taking is key to delivering smoother, more consistent returns over time. We combine human insight with state-of-the-art technology and big data, in order to make risk management our best ally. Unigestion is an independent, specialist asset management company providing innovative, tailored solutions for investors worldwide.
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