Core Allocations

Fidelity
Door oktober 7, 2019 10:28

Core Allocations

Following the rally throughout June and most of July, we saw the US equity market reverse from all-time highs just as the Federal Reserve cut rates for the first time in a decade. While prices bounced back in early August, markets did not react as positively to the 25bps rate cut as many investors predicted. Contributing factors to the post-cut selloff were also President Trump’s inflammatory tariff escalation, and the US Treasury Department’s accusation of China driving down its currency. Despite the uptick in market volatility rankling investors, on a year-to-date basis equity markets are still strong, and there remains persistent demand for safe-haven assets like gold and US Treasuries. This suggests that markets are still undecided on whether the price action in bonds or equities is correctly indicating the economic path forward from here. 

Fidelity
Door oktober 7, 2019 10:28

Zoek

Asset Allocation Consensus September

Zoek op datum

oktober 2019
M D W D V Z Z
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78910111213
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21222324252627
28293031