A volatile but welcome normalization process

LGT CM
By March 16, 2018 05:12

A volatile but welcome normalization process

LGT beacon / Global macro and market review

The recent selloff reintroduced caution among investors. For the first time in years, markets are asking for a risk premium for various uncertainties. This is part of a welcome – but at times difficult – normalization. We thus believe our strategy, which combines a modest equity overweight with a defensive and countercyclical bias, remains appropriate.  

LGT CM
By March 16, 2018 05:12

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