Getting comfortable with the Fed
After some jitters in August and September, global markets appear to be getting comfortable with the prospect of Fed tightening by year-end. In terms of asset allocation, history suggests a cautious neutral stance at best in international equities, as does the fact price-to-earnings valuations remain relatively stretched. To read the full December Outlook report click here: (VIEW LINK)
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Author, columnist, investment strategist and macro-economist. Previous roles at Federal Treasury, OECD, Macquarie Bank and AFR. I develop economic insights and portfolio construction strategies for BetaShares' retail and adviser clients.
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Author, columnist, investment strategist and macro-economist. Previous roles at Federal Treasury, OECD, Macquarie Bank and AFR. I develop economic insights and portfolio construction strategies for BetaShares' retail and adviser clients.
Author, columnist, investment strategist and macro-economist. Previous roles at Federal Treasury, OECD, Macquarie Bank and AFR. I develop economic insights and portfolio construction strategies for BetaShares' retail and adviser clients.
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