How Should We Invest in Equities
- THE GCIO EDITING TEAM
- Jan 29, 2024
- 1 min read
Updated: May 20, 2024
29th January 2024
US economic data surprises to the upside
Fed likely to signal that rates may have peaked but it is likely in no rush to signal a cut
US politics looks dysfunctional and worrying for the longer term
Investors should question why they allocate 60-70% of their equity exposure to a country at war with itself
Allocations to markets with better prospects than the US such as Japan and India should not be so heavily anchored on (low) MSCI index weightings
