Latest CQS Insights takes a cautious approach
There are a number of factors causing the view of CQS to become more cautious, according to its latest Insights note.
These factors include diminishing returns from each round of quantitative easing, questions over global growth, and the chance that Chinese growth will slow versus the chance that US growth could be better than projected currently. There is also concern around the tail risk caused by geopolitics, and how that could affect markets, according to Insight author Michael Hintze.
Click here to read the full report: [asset_library_tag 5948,CQS Insight]