Which are the best equity, bond and alternative trades to bet on over the next few quarters? Find out what private bank strategists are recommending.

Boosted by fresh fiscal and monetary stimulus by governments and central banks including those of Japan and the UK, global stock markets and other risk assets have rebounded strongly after the downturn in late June that followed the Brexit vote.

With US stocks back at their all-time highs, emerging market assets rallying from low levels and developed-market government bond prices at lofty levels, which equity and bond trades seem worthy bets in the increasingly daunting investment milieu? Strategists of private banks are generally sanguine about US growth stocks and EM assets.

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