Multi-asset managers are at present grappling with the unpredictability of geopolitical occasions within the Ukraine and the Center East, in addition to with the seemingly impression from President-elect Trump’s proposed insurance policies, and in flip, the response of different events to those insurance policies once they have but to be carried out. Â
Nonetheless, regardless of this, danger belongings proceed to be favoured over defensive belongings – though we word a continuation of final quarter’s shift in the direction of decrease ranges of optimism in the direction of Japanese equities particularly, and extra just lately, in the direction of European equities.
For now, as we not…
