Jean-Damien Marie

We further increased our overweight to developed market equities – and US equities in particular – following the pullback in August. We saw what we thought was an overreaction to growth concerns.

Our highest conviction is the fact that, despite all the market gyrations and the changes in narrative, higher-quality companies are set to deliver attractive earnings growth. On the bond side, we have maintained a relatively neutral duration throughout the year. This is against a consensus that was pushing for extending duration for most of the year.

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