'Clouds lift but caution remains': How multi-asset teams view asset class prospects in Q1

Clouds are starting to lift but the global economy continues to face challenging conditions. Markets are likely to continue being heavily influenced by expectations for interest rates and the likely actions of central banks for some time. Multi-asset teams have sought to look through the recent rally in markets at the start of the year and the outlook remains cautious for most risk assets.  Positive sentiment towards...