Outerblue Convictions - Global Investment Views: Rally fatigue: dichotomy between markets and economy too wide
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Is Prudence Your Watchword in Asset Allocation?
As you say, there is quite a lot of divergence from the consensus in the market and what's been driving the rally. So it sounds like Prudence is maybe your watch word. What does Prudence look like when it comes to the bond space? We are broadly neutral with a positive stance on on the TPA. And linkers that in the Euro area really offer a good hedge for higher inflation. we confirm our preference for investment grade, so credit on the credit side.
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