![](/scripts/files/66dcffdb3fe7e0.07933750/logocategories-asset.png)
Economic Overview & Asset Allocation
A document published every 2 months, covering fundamental analysis (major macroeconomic trends, valuations, etc.) Top Down of the different asset markets (equities, sovereign bonds, credit, raw materials, foreign exchange) worldwide. A strategic allocation grid (by asset class and by major geographic areas) over 6 months is proposed.