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CROSS-ASSSET POSITIONING
Latest news and analysis on CROSS-ASSSET POSITIONING
Asset Allocation
December 19, 2023 14:21
View from the (double?) top
Global equity markets have continued to perform strongly in December (~3%) after November’s sharp advance higher.
Alexandre Ventelon
Morgan Stanley Wealth Management
December 19, 2023 14:21
1
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An energy stock at “a hyper-compelling, rock-bottom valuation” (and 9 other stocks to watch)
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Macro
What’s driven the fall in the Australian Dollar?
Shane Oliver,
AMP
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