WSGlobalChiefInvestmentOffice21June2024GlobalMarketOutlookAdaptingtoshiftingwindsThestartofmajorcentralbankratecutsmarksakeyturningpointforinvestorsaspolicymakersswitchtheirfocustowardssupportinggrowth.Weseeitasagoodtimetoadapttotheseshiftingwindsby(i)stayingOverweightequitiesoverbondsandcash,(ii)favouringUSequitiesgloballyandIndianequitiesinAsiaand(iii)owninggoldandEMUSDbondsasdiversifiers.Inthisenvironment,balancedfoundationallocationscomprisingequities,bondsandalternativeassetsarelikelytooutperformallocationsthataresolelyaimedatgeneratingincome.OuropportunisticallocationscontinuetofavourgrowthsectorsintheUS,abarbell-likestrategyinEuropeandselectgovernm...
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