Dit artikel wordt u aangeboden door Morgan Stanley IM.

Morgan Stanley IM: A Bumpy Ride

May was a schizophrenic month for financial markets, with both bouts of “risk on” and “risk off,” sometimes simultaneously. Equities and commodities did well, but credit and emerging markets suffered. Government bonds benefited from safe-haven demand but were also negatively affected by stronger inflation prints and still-robust U.S. growth data (growth data being much more mixed outside of the U.S.).

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Morgan Stanley IM: A Bumpy Ride