Rosa & Roubini Associates

118 Pall Mall London SW1Y 5ED | +44(0)207 1010 718

  • Home
  • Online Store
  • Research
  • Advisory
  • FIN-TECH
  • Team
  • About
  • CORPORATE SOLUTIONS
  • Covid vs GFC
  • Videos
  • Contact
  • Manas Chawla
  • More
    • Home
    • Online Store
    • Research
    • Advisory
    • FIN-TECH
    • Team
    • About
    • CORPORATE SOLUTIONS
    • Covid vs GFC
    • Videos
    • Contact
    • Manas Chawla
Rosa & Roubini Associates

118 Pall Mall London SW1Y 5ED | +44(0)207 1010 718

  • Home
  • Online Store
  • Research
  • Advisory
  • FIN-TECH
  • Team
  • About
  • CORPORATE SOLUTIONS
  • Covid vs GFC
  • Videos
  • Contact
  • Manas Chawla

MARKET VIEWS

To Be Or Not To Be (In a Recession)? That Is The Question

To Be Or Not To Be (In a Recession)? That Is The Question

To Be Or Not To Be (In a Recession)? That Is The Question

by Filippo Ramigni


7 March 2023

Read paper

When The Going Gets Tough, The Tough Get Going

To Be Or Not To Be (In a Recession)? That Is The Question

To Be Or Not To Be (In a Recession)? That Is The Question

by Filippo Ramigni


21 February 2023

Read paper

The Strange Case of Dr. Jekyll and Mr. Powell

To Be Or Not To Be (In a Recession)? That Is The Question

The Strange Case of Dr. Jekyll and Mr. Powell

by Filippo Ramigni


7 February 2023

Read paper

The Markets’ Big Gamble Of 2023

Positive Start Of The Year, With Good News From China And Europe

The Strange Case of Dr. Jekyll and Mr. Powell

by Filippo Ramigni


17 January 2023

Read paper

Positive Start Of The Year, With Good News From China And Europe

Positive Start Of The Year, With Good News From China And Europe

Positive Start Of The Year, With Good News From China And Europe

by Filippo Ramigni


17 January 2023

Read paper

OCTOBER - DECEMBER 2022

Investors Hope For An “Ordinary” 2023

Central Bank Communications Drives Markets Down

Central Bank Communications Drives Markets Down

by Filippo Ramigni


30 December 2022

Read paper

Central Bank Communications Drives Markets Down

Central Bank Communications Drives Markets Down

Central Bank Communications Drives Markets Down

by Filippo Ramigni


20 December 2022

Read paper

Showdown for Central Banks

Central Bank Communications Drives Markets Down

Wishing For a Dove Over The Fed’s Christmas Tree

by Filippo Ramigni


13 December 2022

Read paper

Wishing For a Dove Over The Fed’s Christmas Tree

Central Banks To Remain Focused on Their Tightening Cycles, In Spite of Inflation Peaking

Wishing For a Dove Over The Fed’s Christmas Tree

by Filippo Ramigni


6 December 2022

Read paper

Markets Dream Jerome Powell Acting as Santa Claus

Central Banks To Remain Focused on Their Tightening Cycles, In Spite of Inflation Peaking

Central Banks To Remain Focused on Their Tightening Cycles, In Spite of Inflation Peaking

by Filippo Ramigni


29 November 2022

Read paper

Central Banks To Remain Focused on Their Tightening Cycles, In Spite of Inflation Peaking

Central Banks To Remain Focused on Their Tightening Cycles, In Spite of Inflation Peaking

Central Banks To Remain Focused on Their Tightening Cycles, In Spite of Inflation Peaking

by Filippo Ramigni


22 November 2022

Read paper

Tech Stocks Correct After Reaching “Maturity” Stage

Central Banks Try To Chase Inflation Without Sinking The Real Economy

Tech Stocks Correct After Reaching “Maturity” Stage

by Filippo Ramigni


15 November 2022

Read paper

The Revenge Of The “Old Economy”

Central Banks Try To Chase Inflation Without Sinking The Real Economy

Tech Stocks Correct After Reaching “Maturity” Stage

by Filippo Ramigni


8 November 2022

Read paper

Central Banks Try To Chase Inflation Without Sinking The Real Economy

Central Banks Try To Chase Inflation Without Sinking The Real Economy

Central Banks Try To Chase Inflation Without Sinking The Real Economy

by Filippo Ramigni


25 October 2022

Read paper

The Bumpy Road Out of QE for the US, the UK and The World Economy

As the Fed Tightens Monetary Policy, It Needs to Balance Price Stability and Financial Stability

Central Banks Try To Chase Inflation Without Sinking The Real Economy

by Filippo Ramigni


18 October 2022

Read paper

The “Wind Of Change” Leaves Investors Puzzled

As the Fed Tightens Monetary Policy, It Needs to Balance Price Stability and Financial Stability

As the Fed Tightens Monetary Policy, It Needs to Balance Price Stability and Financial Stability

by Filippo Ramigni


11 October 2022

Read paper

As the Fed Tightens Monetary Policy, It Needs to Balance Price Stability and Financial Stability

As the Fed Tightens Monetary Policy, It Needs to Balance Price Stability and Financial Stability

As the Fed Tightens Monetary Policy, It Needs to Balance Price Stability and Financial Stability

by Filippo Ramigni


4 October 2022

Read paper

Market Views: “King” Dollar Dominates Market Dynamics

Market Views: ECB’s Tough Stance On Inflation May Have Arrived Too Late

Market Views: Federal Reserve and Bank of England in Focus This Week

by Filippo Ramigni


27 September 2022

Read paper

Market Views: Federal Reserve and Bank of England in Focus This Week

Market Views: ECB’s Tough Stance On Inflation May Have Arrived Too Late

Market Views: Federal Reserve and Bank of England in Focus This Week

by Filippo Ramigni


20 September 2022

Read paper

Market Views: ECB’s Tough Stance On Inflation May Have Arrived Too Late

Market Views: ECB’s Tough Stance On Inflation May Have Arrived Too Late

Market Views: The German Crisis Epitomises The Economic Impact of the New World Order

by Filippo Ramigni


13 September 2022

Read paper

Market Views: The German Crisis Epitomises The Economic Impact of the New World Order

Market Views: Restoring The Fed's Credibility Goes Hand In Hand With Fighting Inflation

Market Views: The German Crisis Epitomises The Economic Impact of the New World Order

by Filippo Ramigni


9 September 2022

Read paper

Market Views: Restoring The Fed's Credibility Goes Hand In Hand With Fighting Inflation

Market Views: Restoring The Fed's Credibility Goes Hand In Hand With Fighting Inflation

Market Views: Restoring The Fed's Credibility Goes Hand In Hand With Fighting Inflation

by Filippo Ramigni


23 August 2022

Read paper

Market Views: Fed’s Reality Check Will Be In Autumn

Market Views: Restoring The Fed's Credibility Goes Hand In Hand With Fighting Inflation

Market Views: Restoring The Fed's Credibility Goes Hand In Hand With Fighting Inflation

by Filippo Ramigni


9 August 2022

Read paper

Q4-2021 STRATEGIC ASSET ALLOCATION: Economic Recovery On Track, But Volatility Rises

Q4-2021 STRATEGIC ASSET ALLOCATION: Economic Recovery On Track, But Volatility Rises

Q4-2021 STRATEGIC ASSET ALLOCATION: Economic Recovery On Track, But Volatility Rises

 by Alessandro Magnoli Bocchi, Fawaz Al Mughrabi and Karmen Meneses

1 October 2021

Read paper

The Future Of Banking: Amid Brisk Evolution, Banks Will Endure Disruption

Q4-2021 STRATEGIC ASSET ALLOCATION: Economic Recovery On Track, But Volatility Rises

Q4-2021 STRATEGIC ASSET ALLOCATION: Economic Recovery On Track, But Volatility Rises

by Fawaz Al Mughrabi,Karmen Meneses and Alessandro Magnoli Bocchi

26 August 2021

Read paper

The Future Of Banking: Amid Brisk Evolution, Banks Will Endure Disruption

Q4-2021 STRATEGIC ASSET ALLOCATION: Economic Recovery On Track, But Volatility Rises

Q3-2021 STRATEGIC ASSET ALLOCATION: Economic Recovery And Policy Stimuli To Support Valuations

by Alessandro Magnoli Bocchi, Fawaz Al Mughrabi and Karmen Meneses

29 July 2021

Read paper

Q3-2021 STRATEGIC ASSET ALLOCATION: Economic Recovery And Policy Stimuli To Support Valuations

Market Review And Outlook: Vaccine Rollouts And Abundant Liquidity To Support Market Performance

Q3-2021 STRATEGIC ASSET ALLOCATION: Economic Recovery And Policy Stimuli To Support Valuations

by Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi

30 June 2021

Read paper

Market Review And Outlook: Vaccine Rollouts And Abundant Liquidity To Support Market Performance

Market Review And Outlook: Vaccine Rollouts And Abundant Liquidity To Support Market Performance

Market Review And Outlook: Vaccine Rollouts And Abundant Liquidity To Support Market Performance

by Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi

21 May 2021

Read paper

2021-22 Outlook: Oil Prices To Recover, As Global Demand Improves

Market Review And Outlook: Vaccine Rollouts And Abundant Liquidity To Support Market Performance

Market Review And Outlook: Vaccine Rollouts And Abundant Liquidity To Support Market Performance

by Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi

5 May 2021

read paper

July 2020 - April 2021

Q2-21 OUTLOOK - STRATEGIC ASSET ALLOCATION: Growth And Liquidity To Support Markets

Emerging Markets Outlook: Economic Recovery In H2-2021, Liquidity To Support Financial Markets

Emerging Markets Outlook: Economic Recovery In H2-2021, Liquidity To Support Financial Markets

by Alessandro Magnoli Bocchi And Fawaz Sulaiman Al Mughrabi

1 April 2021

read paper

Emerging Markets Outlook: Economic Recovery In H2-2021, Liquidity To Support Financial Markets

Emerging Markets Outlook: Economic Recovery In H2-2021, Liquidity To Support Financial Markets

Emerging Markets Outlook: Economic Recovery In H2-2021, Liquidity To Support Financial Markets

by Alessandro Magnoli Bocchi 

And Fawaz Sulaiman Al Mughrabi

28 January 2021

read paper

2021 OUTLOOK - STRATEGIC ASSET ALLOCATION: A Volatile Macroeconomic And Geopolitical Year Ahead

Emerging Markets Outlook: Economic Recovery In H2-2021, Liquidity To Support Financial Markets

2021 OUTLOOK - STRATEGIC ASSET ALLOCATION: A Volatile Macroeconomic And Geopolitical Year Ahead

by Nouriel Roubini, Brunello Rosa 

and Alessandro Magnoli Bocchi 

23 December 2020

read paper

MARKET REVIEW AND OUTLOOK: Fiscal And Monetary Policies To Support Market Performance

MARKET REVIEW AND OUTLOOK: Fiscal And Monetary Policies To Support Market Performance

2021 OUTLOOK - STRATEGIC ASSET ALLOCATION: A Volatile Macroeconomic And Geopolitical Year Ahead

by Alessandro Magnoli Bocchi And Fawaz Sulaiman Al Mughrabi 

2 December 2020

read paper

Is There HOPE for US Commercial Real Estate?

MARKET REVIEW AND OUTLOOK: Fiscal And Monetary Policies To Support Market Performance

2020-21: Oil Prices To Remain Subdued, As COVID-19 Keeps Hampering Global Growth

by Peter Cecchini


25 November 2020

read paper

2020-21: Oil Prices To Remain Subdued, As COVID-19 Keeps Hampering Global Growth

MARKET REVIEW AND OUTLOOK: Fiscal And Monetary Policies To Support Market Performance

2020-21: Oil Prices To Remain Subdued, As COVID-19 Keeps Hampering Global Growth

by Alessandro Magnoli, Fawaz Al Mughrabi and Karmen Meneses
22 October 2020

read paper

ASSET ALLOCATION: Volatility To Create Opportunities in Q4, While Investors Keep Focus On Long Term

ASSET ALLOCATION: Volatility To Create Opportunities in Q4, While Investors Keep Focus On Long Term

ASSET ALLOCATION: Volatility To Create Opportunities in Q4, While Investors Keep Focus On Long Term

by Alessandro Magnoli Bocchi and Fawaz Sulaiman Al Mughrabi

1 October 2020

read paper

A Brave New World: Why US Equity and Corporate Credit Markets are Overvalued and Overextended

ASSET ALLOCATION: Volatility To Create Opportunities in Q4, While Investors Keep Focus On Long Term

ASSET ALLOCATION: Volatility To Create Opportunities in Q4, While Investors Keep Focus On Long Term

by Peter Cecchini   



18 September 2020

read paper

Market Review & Outlook: Stagflation Risks And Stimuli To Continue Support Investor Confidence

ASSET ALLOCATION: Volatility To Create Opportunities in Q4, While Investors Keep Focus On Long Term

Market Review & Outlook: Stagflation Risks And Stimuli To Continue Support Investor Confidence

by Alessandro Magnoli Bocchi, Fawaz Al Mughrabi and Farah Aladsani 

26 August 2020

read paper

Fed’s QE Infinity Suppresses Rates Volatility, But May Not Revitalise The Economy And Inflation

Fed’s QE Infinity Suppresses Rates Volatility, But May Not Revitalise The Economy And Inflation

Market Review & Outlook: Stagflation Risks And Stimuli To Continue Support Investor Confidence

by Peter Cecchini


18 August 2020

read paper

Fiscal Policy And Sentiment Support Toppish Equity and Credit Markets

Fed’s QE Infinity Suppresses Rates Volatility, But May Not Revitalise The Economy And Inflation

Fiscal Policy And Sentiment Support Toppish Equity and Credit Markets

by Peter Cecchini


30 July 2020

read paper

The Future Of Banking: Consolidated, Local and Digital

Fed’s QE Infinity Suppresses Rates Volatility, But May Not Revitalise The Economy And Inflation

Fiscal Policy And Sentiment Support Toppish Equity and Credit Markets

by Alessandro Magnoli Bocchi, Farah Aladsani and Fawaz Al Mughrabi

24 July 2020

read paper

June 2019 - July 2020

An Aura of Treasure: Gold as a Store of Dollar Value

Q3-2020 ASSET ALLOCATION: Ride the Liquidity Wave with Caution, as Risks Are Tilted to the Downside

Q3-2020 ASSET ALLOCATION: Ride the Liquidity Wave with Caution, as Risks Are Tilted to the Downside

by Peter Cecchini 


8 July 2020

read paper

Q3-2020 ASSET ALLOCATION: Ride the Liquidity Wave with Caution, as Risks Are Tilted to the Downside

Q3-2020 ASSET ALLOCATION: Ride the Liquidity Wave with Caution, as Risks Are Tilted to the Downside

Q3-2020 ASSET ALLOCATION: Ride the Liquidity Wave with Caution, as Risks Are Tilted to the Downside

by Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi, Farah Aladsani 

1 July 2020

read paper

“Something’s Gotta Give”: US Risk-Asset Valuations Are Misaligned with Reality

Q3-2020 ASSET ALLOCATION: Ride the Liquidity Wave with Caution, as Risks Are Tilted to the Downside

Oil Outlook 20-21: Prices To Stabilize, With OPEC+ Deal Unlikely to Make Up For Fall in Global Deman

by Peter Cecchini 


24 June 2020

read paper

Oil Outlook 20-21: Prices To Stabilize, With OPEC+ Deal Unlikely to Make Up For Fall in Global Deman

Oil Outlook 20-21: Prices To Stabilize, With OPEC+ Deal Unlikely to Make Up For Fall in Global Deman

Oil Outlook 20-21: Prices To Stabilize, With OPEC+ Deal Unlikely to Make Up For Fall in Global Deman

by Nouriel Roubini, Alessandro Magnoli Bocchi, Brunello Rosa, Marco Lucchin

15 May 2020

read paper

Outlook Update - PART 4: Q2- ASSET ALLOCATION: Focus On The Long-Term, Find Opportunities in Crisis

Oil Outlook 20-21: Prices To Stabilize, With OPEC+ Deal Unlikely to Make Up For Fall in Global Deman

Outlook Update - PART 4: Q2- ASSET ALLOCATION: Focus On The Long-Term, Find Opportunities in Crisis

by Alessandro Magnoli Nouriel Roubini, Fawaz Al Mughrabi, Farah Aladsani 

27 April 2020

read paper

Outlook Update - PART 3: COVID-19 To Depress Valuations Until Pandemic Solution Is In Sight

Oil Outlook 20-21: Prices To Stabilize, With OPEC+ Deal Unlikely to Make Up For Fall in Global Deman

Outlook Update - PART 4: Q2- ASSET ALLOCATION: Focus On The Long-Term, Find Opportunities in Crisis

by Alessandro Magnoli Bocchi, Brunello Rosa and Nouriel Roubini 

26 March 2020

read paper

2020 GLOBAL OUTLOOK AND ASSET ALLOCATION - Despite The Improved Outlook, Beware of The Cracks

Oil Outlook In 2020-21: In Absence Of Supply Shocks, Faltering Global Demand Will Dampen Oil Prices

2020 GLOBAL OUTLOOK AND ASSET ALLOCATION - Despite The Improved Outlook, Beware of The Cracks

by Nouriel Roubini, Brunello Rosa and 

Alessandro Magnoli Bocchi 

16 December 2019

read paper

MARKET VIEWS - Six ‘Grey Swan’ Events Could Hit The Global Economy And Markets In 2020

Oil Outlook In 2020-21: In Absence Of Supply Shocks, Faltering Global Demand Will Dampen Oil Prices

2020 GLOBAL OUTLOOK AND ASSET ALLOCATION - Despite The Improved Outlook, Beware of The Cracks

by Alessandro Magnoli Bocchi, Fawaz Al Mughrabi and Farah Aladsani 

28 November 2019

Read paper

Oil Outlook In 2020-21: In Absence Of Supply Shocks, Faltering Global Demand Will Dampen Oil Prices

Oil Outlook In 2020-21: In Absence Of Supply Shocks, Faltering Global Demand Will Dampen Oil Prices

Oil Outlook In 2020-21: In Absence Of Supply Shocks, Faltering Global Demand Will Dampen Oil Prices

by Alessandro Magnoli Bocchi, Fawaz Al Mughrabi and Farah Aladsani

23 October 2019

read paper

Q4-19 ASSET ALLOCATION Focusing On Capital Preservation, Limiting The Risk-Taking To Fixed-Income

Q4-19 ASSET ALLOCATION Focusing On Capital Preservation, Limiting The Risk-Taking To Fixed-Income

Oil Outlook In 2020-21: In Absence Of Supply Shocks, Faltering Global Demand Will Dampen Oil Prices

by Alessandro Magnoli Bocchi, Fawaz Al Mughrabi and Farah Aladsani

1 October 2019 

read paper

Exploiting The Tactical Risk-On In Liquid Space, While Keeping Focus On Capital Preservation

Q4-19 ASSET ALLOCATION Focusing On Capital Preservation, Limiting The Risk-Taking To Fixed-Income

Exploiting The Tactical Risk-On In Liquid Space, While Keeping Focus On Capital Preservation

by Alessandro Magnoli Bocchi, Fawaz Mughrabi and Farah Aladsani 

1 July 2019

read paper

MARKET VIEWS and UPDATE - Fasten Your Seatbelts: Financial Markets’ Review and Outlook

Q4-19 ASSET ALLOCATION Focusing On Capital Preservation, Limiting The Risk-Taking To Fixed-Income

Exploiting The Tactical Risk-On In Liquid Space, While Keeping Focus On Capital Preservation

by Alessandro Magnoli Bocchi, Farah Aladsani and Fawaz Al Mughrabi 

14 June 2019

read paper

December 2018 - May 2019

MARKET VIEWS - Lebanon: An ‘Unstable Equilibrium’ Supported By Capital Inflows

ASSET ALLOCATION: Maintain A Defensive Risk Profile, Focus On Capital Preservation

ASSET ALLOCATION: Maintain A Defensive Risk Profile, Focus On Capital Preservation

by Alessandro Magnoli Bocchi, Farah Aladsani and Fawaz Sulaiman Al Mughrabi

14 May 2019

read paper

ASSET ALLOCATION: Maintain A Defensive Risk Profile, Focus On Capital Preservation

ASSET ALLOCATION: Maintain A Defensive Risk Profile, Focus On Capital Preservation

ASSET ALLOCATION: Maintain A Defensive Risk Profile, Focus On Capital Preservation

by Alessandro Magnoli Bocchi


29 March 2019

read paper

MARKET VIEWS - EM Currencies: The Fed’s Pause Provides Short-Term Support

ASSET ALLOCATION: Maintain A Defensive Risk Profile, Focus On Capital Preservation

MARKET VIEWS - EM Currencies: The Fed’s Pause Provides Short-Term Support

by Rémi Bourgeot


13 March 2019 

read paper

MARKET VIEWS - A “Fed Collar” Is Likely To Support The Markets In H1-2019

Global Economic Outlook and Strategic Asset Allocation For 2019: Skating on Thinner Ice

MARKET VIEWS - EM Currencies: The Fed’s Pause Provides Short-Term Support

by Alessandro Magnoli Bocchi


27 February 2019

read paper

Global Economic Outlook and Strategic Asset Allocation For 2019: Skating on Thinner Ice

Global Economic Outlook and Strategic Asset Allocation For 2019: Skating on Thinner Ice

Global Economic Outlook and Strategic Asset Allocation For 2019: Skating on Thinner Ice

by Nouriel Roubini, Brunello Rosa, and Alessandro Magnoli Bocchi

18 December 2018

read paper

MARKET VIEWS: Markets Buffeted By Tailwinds and Headwinds At Year-End

Global Economic Outlook and Strategic Asset Allocation For 2019: Skating on Thinner Ice

Global Economic Outlook and Strategic Asset Allocation For 2019: Skating on Thinner Ice

by Alex Waters


7 December 2018

read paper

July 2017 - November 2018

Oil Outlook 2019-20: Oil Prices’ Gradual Decline To Support Global Growth

Oil Outlook 2019-20: Oil Prices’ Gradual Decline To Support Global Growth

Oil Outlook 2019-20: Oil Prices’ Gradual Decline To Support Global Growth

by Alessandro Magnoli Bocchi  And Francisco Quintana        

26 November 2018

read paper

Hedging The Risk of A Potential Emerging Markets Crisis

Oil Outlook 2019-20: Oil Prices’ Gradual Decline To Support Global Growth

Oil Outlook 2019-20: Oil Prices’ Gradual Decline To Support Global Growth


by Alessandro Magnoli Bocchi  Pablo Gallego Cuervo  Francisco Quintana

2 November 2018

read paper

MARKET VIEWS: A Healthy and Expected Market Sell-Off

Oil Outlook 2019-20: Oil Prices’ Gradual Decline To Support Global Growth

The Divergence Betwween US and Other Countries is Still Increasing


by Brunello Rosa


15 October 2018

read paper

The Divergence Betwween US and Other Countries is Still Increasing

EM Global Tremors: Central Banks’ Different Strategies to Defend Their Currencies

The Divergence Betwween US and Other Countries is Still Increasing

By Alessandro Magnoli Bocchi and Francisco Quintana          

27 September 2018

read paper

EM Global Tremors: Central Banks’ Different Strategies to Defend Their Currencies

EM Global Tremors: Central Banks’ Different Strategies to Defend Their Currencies

EM Global Tremors: Central Banks’ Different Strategies to Defend Their Currencies

by Rémi Bourgeot


4 September 2018

read paper

Yield Curve “Near-Inversion” Does Not Imply U.S. Recession

EM Global Tremors: Central Banks’ Different Strategies to Defend Their Currencies

EM Global Tremors: Central Banks’ Different Strategies to Defend Their Currencies


by Brunello Rosa


13 July 2018

read paper

December 2017 - June 2018

ASSET ALLOCATION & MARKET UPDATE - Rising Risks in EMs From Decline in Global Liquidity

Oil Prices in 2018-20: Unlikely To Hamper Global Growth Likely To Support Oil-Related Assets

Oil Prices in 2018-20: Unlikely To Hamper Global Growth Likely To Support Oil-Related Assets

by Alessandro Magnoli Bocchi 

and Francisco Quintana

26 June 2018

read paper

Oil Prices in 2018-20: Unlikely To Hamper Global Growth Likely To Support Oil-Related Assets

Oil Prices in 2018-20: Unlikely To Hamper Global Growth Likely To Support Oil-Related Assets

Oil Prices in 2018-20: Unlikely To Hamper Global Growth Likely To Support Oil-Related Assets

By Alessandro Magnoli Bocchi

and Francisco Quintana 

3 May 2018

read paper

Asset Allocation Update: Cautious Risk Exposure With Defensive Positioning

Oil Prices in 2018-20: Unlikely To Hamper Global Growth Likely To Support Oil-Related Assets

Asset Allocation Update: Cautious Risk Exposure With Defensive Positioning

by 

Alessandro Magnoli Bocchi 

and Francisco Quintana

29 March 2018

read paper

Volatility and Inflation Fears Likely to Continue Weighing on Markets

Strategic Asset Allocation 2018: Moderate Risk-Taking Within A Defensive Positioning

Asset Allocation Update: Cautious Risk Exposure With Defensive Positioning

by Nouriel Roubini 

and Brunello Rosa

14 February 2018

read paper

Strategic Asset Allocation 2018: Moderate Risk-Taking Within A Defensive Positioning

Strategic Asset Allocation 2018: Moderate Risk-Taking Within A Defensive Positioning

Strategic Asset Allocation 2018: Moderate Risk-Taking Within A Defensive Positioning

By Alessandro Magnoli Bocchi  

22 December 2017

Read paper

EM Currencies: Still Pressured, but more Resilient to Normalisation

Strategic Asset Allocation 2018: Moderate Risk-Taking Within A Defensive Positioning

Strategic Asset Allocation 2018: Moderate Risk-Taking Within A Defensive Positioning

by Rémi Bourgeot

6 December 2017

read paper

Copyright © 2017 - 2022 Rosa & Roubini Associates - All Rights Reserved. 


Rosa & Roubini Associates Ltd is a private limited company registered in England and Wales (Registration number: 10975116) with registered office at 118 Pall Mall, St. James’s, London SW1Y 5ED, United Kingdom.