Positioning for a Global Growth Recovery
In this week’s edition of the LifePro Asset Management Market & Portfolio Review, our head of Wealth Management, Robert Reaburn focuses on the upward momentum of the Chinese economic recovery, and the reacceleration that now appears to be taking shape across the U.S. and what that means for how we construct investment portfolios.
Rob will also be taking a close look at institutional investor positioning, assessing bond and equity fund flows and how we can use this behavioral data to assess the sustainability of the current market rally.
Lastly, we will do a quick health check and risk assessment of the market, take note of any positive or negative symptoms being exhibited and how that aligns with our fundamental view of the world.
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