Global Macro: Has the Fed Abandoned Its Inflation Target? ft. Andreas Steno & Darius Dale
Real Vision: Finance & Investing
Navigating Asset Allocation in Volatile Markets
This chapter explores asset allocation strategies reflective of the current U.S. economic landscape, emphasizing systematic approaches to manage market risk. It discusses recent shifts in portfolio allocations, including cash positioning and adjustments in equity and cryptocurrency exposure, guided by market signals. Additionally, the conversation delves into gold and precious metals, contrasting their performance with equities and bonds while highlighting the importance of volatility-adjusted signals in investment decisions.
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