Monthly Asset Allocation

LGT CM
By February 22, 2019 01:02

Monthly Asset Allocation

In a nutshell

  • In the context of a mixed mandate, we temporarily reduce the risk at an asset allocation level
  • We reduce our overweight in equities and take a more defensive position at portfolio level
  • Gold as an "anti-dollar" has further potential in the medium term 

LGT CM
By February 22, 2019 01:02

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