Being negative, even moderately so, on global equities has an extremely rare event for our Global Investment Committee since the GFC. The China-US trade dispute, slowing economies and major geopolitical risks, however, are the reasons why we shifted our view.
Our Global Investment Committee's Outlook for Intermediate Term Investors: New Cautious Equity View
Forbes - 2 Jul 2019 19:02
Being negative, even moderately so, on global equities has an extremely rare event for our Global Investment Committee since the GFC. The China-US trade dispute, slowing economies and major geopolitical risks, however, are the reasons why we shifted our view.
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