Monthly Asset Allocation Review - January 2022
Review of markets and succinct guide to risk vs return outlook across asset classes
This email is a relatively new part of the Topdown Charts Substack service, it provides a look at some of the key outputs of our Market Cycle Guidebook - giving you a clear snapshot of our thinking on asset allocation.
Specifically, covered in this email is:
Global data pulse, policy monitor, valuation snapshot
Global economy and risk outlook
Core views acr…