The first quarter of 2019 certainly ended with a brighter outlook than could be seen when it began. The resolution of several uncertainties and clear signals of support for the economy coming from central banks are reviving attraction to and appetite for risk assets. Does that mean it's time to start changing portfolio allocations?

A decade after the financial crisis, the uncertain economic conditions it ushered in are starving Europe's investors of returns. We believe this makes our approach to long/short equity investing more valuable than ever.

Despite the mixed signals at the level of individual countries, the rally in risk assets continues unabated on the back of improving economic prospects and looser monetary conditions. In the hedge fund space, CTAs' winning streak continues (+1.1% last week according to the Lyxor CTA UCITS peer group).

To achieve long-term returns comparable to those of investment-grade credit but with a consistently lower level of risk, CPR AM has chosen to combine the DTS risk measure with a rigorous specific risk control and structural sources of return to enhance performance...

Last year ended with torrid market returns, and we entered 2019 with global financial conditions tightening sharply. So where does that leave us, and how will we react with regards to the Global Multi Asset Income strategy?