Cross Asset Investment Strategy - March 2024

“While we expect the Fed, Bank of England and ECB to start rate cuts around June, we will keep an eye on the pace of disinflation for any surprises.” 

Cross Asset Investment Strategy - March 2024

Topic of the Month

6 questions concerning the weakness behind US resiliency

  • The US economy is showing signs of deceleration, with falling profit margins and a decline in the leading economic index suggesting a potential slowdown in the coming quarters.
  • Rising delinquency rates on credit card and auto loans signal increased financial stress, especially among younger and lower-income households.
  • Restrictive monetary policy and high mortgage rates are contributing to low housing market activity and this trend should also continue in 2024.


Topic of the Month 
Macroeconomics, Geopolitics, and Strategy 
Global Investment Views 
Macroeconomic and financial market forecasts

You can now read the full whitepaper at the link below