Rising bond yields, a mixed US earnings reporting season and US Presidential election uncertainty contributed to a soft month for risk markets in October. Our decision last month to move underweight bonds and listed property proved fortuitous given the weakness both asset classes exhibited last month. Download the full report: (VIEW LINK)
Author, columnist and economist with over 25 years' experience in financial services. I develop economic insights and portfolio construction strategies for BetaShares' retail and adviser clients.