Financial markets have shown an impressive recovery in May, despite ongoing uncertainty regarding the effect of higher import tariffs on the economy. This month, there are 8 recommendation changes in our quantitative ‘Money Walks, Money Talks model.
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.
