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Economic Research

Global Market Strategy Q2 2010: Overview

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Following RGE’s Q2 Global Outlook Update, we offer our Q2 Global Market Strategy. This collection of pieces implements our macro views across major asset classes and focuses on asset allocation and positioning within fixed income, emerging markets, global equities, and financials. Briefly, this compilation comprises:

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Our market strategists build on the work of our macroeconomic research team, incorporating market dynamics to answer crucial questions and generate actionable investment recommendations. RGE's Market Research and Strategy team gives clients actionable insight across six key asset classes:

• Currencies • Commodities
• Credit • Equity • Gov’t Bonds / Rates
• Emerging Markets • Financials
• Cross Asset Model Portfolio

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