Monthly Asset Allocation

LGT CM
By October 7, 2019 18:35

Monthly Asset Allocation

  • We expect the US Federal Reserve to take a further interest rate cut in September
  • We confirm our defensive positioning with underweight in bonds and overweight in liquidity and gold
  • Relative attractiveness and cautious positioning continue to favor risk taking in equities
LGT CM
By October 7, 2019 18:35

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Check out our events calendar, with a lot of interesting #webinars! https://opiniopro.com/events/ #research #HomeOffice

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