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Monthly Asset Allocation Review - August 2021
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Monthly Asset Allocation Review - August 2021

Review of markets and risk/return outlook across asset classes

Callum Thomas's avatar
Callum Thomas
Sep 02, 2021
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Monthly Asset Allocation Review - August 2021
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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…

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