Investment: Why it's time for an asset allocation rethink

Is it time to rethink risk assets? We think so. By this we are not advocating a huge leap into ‘risk’, but a gentle nudge back into areas, such as the US and the emerging markets, that we feel offer the best value during the current volatility. Recent unprecedented action by six central banks was a game-changer. It illustrated that the US is serious about orchestrating a solution to the European crisis: indeed, it is no coincidence that Germany’s Chancellor Merkel and French President Sarkozy have since started to talk more openly about the possibility of fiscal harmonisation, as US Trea...