Top Down: What to expect after the failure of Silicon Valley Bank

15 March 2023

Every month, our Asset Allocation Committee meets to discuss and debate our market outlook. How has our asset allocation changed month-on-month? Here Bernard Swords, Chief Investment Officer, presents our views.

While US authorities have moved quickly to contain the fallout of Silicon Valley Bank’s failure, there is likely to be more monetary tightening.

In the euro area, inflation deceleration has been slow and led to a significant increase in interest rate expectations.

Meanwhile, there has been a significant change in market mood, particularly for fixed income and equity markets. This month’s Top Down explores what it all means for investors.

To explore our views, read our latest edition of  Top Down.


Previous editions of Top Down

Explore some of our previous editions of Top Down to see how our asset allocation views have changed this year.  

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