Rhythmic Reasoning_Highlights_SWM_EN - Flipbook - Page 2
GLOBAL PERSPECTIVES, REGIONAL INSIGHTS
ECONOMIC & MARKET OUTLOOK
3.
Foreword
4. Global economic outlook
5.
Global investment strategy
6. Spotlight on the Federal Reserve’s independence
7.
Commodities & currencies
REGIONAL ECONOMIC OUTLOOK
8. Canada & U.S.
9. Eurozone & U.K.
10. Mexico & Chile
11. Colombia & Peru
12. Japan & China
ASSET CLASS STRATEGY
13. Global asset allocation
14. Equities
15. Fixed income
