Monthly Asset Allocation Review - January 2022

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

This email is a relatively 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 economy and risk outlook

• Core views acr…