Asset allocation update: leaning selectively against the wind

Columbia Threadneedle
By September 9, 2020 09:57

Asset allocation update: leaning selectively against the wind

Multi-asset | September 2020

Most asset market returns can be distilled down to two basic elements: movements in cash flows and discount rates. In the past month or so, for risky assets such as equities, each has moved in a broadly friendly direction. Expectations around earnings, which are the dominant source of  …

Columbia Threadneedle
By September 9, 2020 09:57

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