Monthly Asset Allocation Review - January 2023
Review of markets and succinct guide to risk vs return outlook across asset classes
This email 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 across asset classes (short + medium term)
Capital market assumptions up…