Monthly Asset Allocation Review - May 2023

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

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…