The outbreak of Covid-19 has led to the focus of everyone’s thoughts being on getting through the next few weeks and months until any semblance of normality returns, writes John Husselbee. As investors, however, we need to look ahead as far as possible...
We have written in recent weeks that while coronavirus is exacting a huge toll on people, the world will come through it and current depressed valuations in certain parts of the market are offering potentially attractive entry points for investors prepared to be patient. With this in mind, we are among many asset allocators reviewing our positioning and working out how we want portfolios to look heading into a new cycle. Our tactical asset allocation can range from one to five, with one the most bearish and five the most positive, and we have been neutral since 2018. While the speed o...
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