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CIO Monthly: No signs of a recession in the foreseeable future
Despite rising US interest rates and fears of a trade war triggered by Donald Trump, Chief Investment Officer Yves Bonzon does not see the need for a radical shift in the asset allocation. Nevertheless, investors should improve the liquidity profile of their portfolio and marginally reduce equities.
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Despite rising US interest rates and fears of a trade war triggered by Donald Trump, Chief Investment Officer Yves Bonzon does not see the need for a radical shift in the asset allocation. Nevertheless, investors should improve the liquidity profile of their portfolio and marginally reduce equities.