Global Asset Allocation

In Conversation with Garry Evans

Global Asset Allocation Strategy maintains that tight monetary policy will eventually trigger a recession in 2024. We recommend that you keep a close eye on capex to see when tighter lending standards start to bite, and on labor market conditions for the first signs of weakness in consumption. How should investors be positioned over the next 12 months? And what returns can investors expect from different asset classes on a much longer, 10- to 15-year horizon?

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