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The Federal Reserve will ease its monetary policy beyond market anticipation leading to risky asset rally, according to investment research firm

Yesterday's interest rate cut in the US by the Federal Reserve is only the first of many, according to Alpine Macro Strategist. He expects the US and Chinese central banks to ease monetary policy more aggressively than current market pricing, which could lead to a re-acceleration of global growth, resulting in a melt up in risky assets. Schroders' Macro Economist & Strategist disagrees.

(Left) Alpine Macro Strategist Harvinder Kalirai and Schroders Strategist Azad Zangana (right) | Photo: PR / Alpine Marco & Schroders

Yesterday's interest rate cut in the US by the Federal Reserve is only the first of many in a context of trade war, Brexit, issues in the Kashmir region, deforestation of the Amazon and falling economic growth casting dark clouds on global growth.

These issues are also some of the main reasons for a growing number of Nordic pension funds, large bank-owned asset managers and other investors to have reduced risk in their portfolios in recent months.

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