𝗧𝗵𝗲 𝘀𝘁𝗮𝗴𝗲 𝗶𝘀 𝘀𝗲𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝗿𝗮𝘁𝗲 𝗰𝘂𝘁 𝗯𝘆 𝘁𝗵𝗲 𝗙𝗲𝗱 𝗶𝗻 𝘁𝗵𝗶𝘀 𝗰𝘆𝗰𝗹𝗲 💲 🔵 But how will assets perform after that? There is reason for optimism. Overall though, the opportunities and risks are balanced. As a consequence, we are largely invested along our strategic allocation. This ensures a good diversification of the #portfolio. ➡ We set out all the reasons for this and consequences for individual asset classes in "Our View in September": https://okt.to/CirVPf
