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…