Huge Volatility and uncertainty were the names of the game last month. As a result, there are several changes in the outcomes of our Money Talks, Money Walks model across all asset classes this month..
Due to the correction at financial markets, there are several changes in the asset allocation recommendations of our Money Talks Money Walks model. The mood is no longer ‘risk on’, but we don’t see a total capitulation of investor sentiment yet.
Increasing geopolitical and economic uncertainty have caused more volatility in financial markets. Hence, changes in the trend indicator of our Money Talks Money Walks model have led to a number of asset allocation recommendation changes this month.
Since Donald Trump's inauguration on January 20th, a flurry of unconventional policies have been unveiled. Yet, the mood in financial markets stayed remarkably upbeat throughout January, a sentiment clearly echoed in this month's 'Money Talks Money Walks' model asset allocation changes.
