Current Investment Trends and Bitcoin's Growing Role

The chapter delves into the current investment trends, with a shift towards short-term fixed income and US equities, contrasting with a previous focus on fixed income positions during recession concerns. It explores the market sentiment change from pessimism to optimism, emphasizing the need for a balanced portfolio despite the evolving market conditions. The discussion also touches on the increasing interest in Bitcoin among asset managers as a potential de-risking asset and the considerations around its inclusion in fully asset-allocated models for clients' retirement.