Monthly Asset Allocation Review - August 2021
Review of markets and risk/return outlook across asset classes
This email is a 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 macro/risk outlook
Core views across asset classes…