Summer 2018: Tactical asset allocation

August 8, 2018
While we favour equities over fixed income overall, we see opportunities in the U.S., Germany, France and Japan. We are currently underweight Canada, the U.K., Switzerland and Australia. As interest rates continue to rise, we favour longer-term bonds over shorter-term bonds as the yield curve flattens.
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Summer 2018: Policy maker influence
Summer 2018: Policy maker influence

Policy makers maintain their influence and we continue to watch geopolitical events unfold. International t...

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