Time to hold cash again

Chris Watling

Longview Economics

In our opinion, we’re in a cyclical bear market for global equities. The centre of the global challenges in this bear market is China (& surrounding, related EM economies). As such, while US equities are expected to trend lower, US government bonds are an attractive safe haven. We would also recommend holding cash. Once every 7 or 8 years, holding high cash levels gives investors an opportunity to cherry pick investment opportunities as value emerges in down markets. (Chris Watling, Chief Market Strategist)


Chris Watling
CEO & Chief Market Strategist
Longview Economics

Longview Economics, founded in 2003 by Chris Watling, is an independent research house based in London, providing three distinct yet interrelated groups of research products: Short and medium term market timing; Long term global asset allocation...

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