Gavyn Davies on Inflation, Asset Allocation and ChatGPT
Macro Hive Conversations With Bilal Hafeez
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The Positive Outlook for Equities
If we're not talking about the hard landing, doesn't that give us a positive outlook? I'm a bit schizophrenic on this right now. In terms of our asset allocation bucket in our fund, we are slightly underweight equities relative to what we think of as a benchmark. But where we are very different from the benchmark currently is we have a lot of cash and very little fixed income.
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