Quarterly Investment Review: Q1 2019

Equity markets made gains in Q1, rebounding from a weak end to 2018 as concerns over the China-US trade dispute eased and major central banks grew more accommodative. Government and corporate bonds advanced.

Global fixed income sectors generated positive returns in the first quarter. Sovereign yields declined sharply across most markets amid more dovish central bank policy actions and rhetoric, and concerns about deteriorating global growth.

Along with our review of Q1, highlighted are SAA’s key themes for Q2-2019.

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