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Our views 16 October 2019

Positive and primed to buy dips - Investment Clock strategy report

By Trevor Greetham, Head of Multi Asset

5 min read

Trade wars have weakened the world economy but a further deterioration would be met by more aggressive central bank easing and we think this long economic expansion has further to run. With the Investment Clock in Recovery, we are moderately overweight equities and looking to buy dips.

A sustained rise in oil prices on Middle East conflict would pose the greatest risk of recession. We explain how diversification, tactical asset allocation and volatility management can mitigate downside when a bear market comes.

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