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Monthly Asset Allocation Review - July 2022
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Monthly Asset Allocation Review - July 2022

Review of markets and succinct guide to risk vs return outlook across asset classes

Callum Thomas
Aug 3
1
Share this post
Monthly Asset Allocation Review - July 2022
topdowncharts.substack.com

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…

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