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Our Multi-asset Views For October 2018 - Financial Professionals

by schroders.com posted 8months ago 39 views
Our asset allocation views this month include an upgrade to equities overall, and also specifically in Japan. : Our asset allocation views this month include an upgrade to equities overall, and also specifically in Japan. We have upgraded equities as valuations have improved and investor attention is moving away from trade wars and towards fundamentals. We remain negative on duration, although the recent rise in yields has taken valuations closer to fair levels. Growth is robust and inflation pressures are slowly rising.

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