In our most recent blog, we described a global macro backdrop characterized by two major forces; slowing global growth and an improving risk appetite driven by global monetary policy easing. We entered the fourth quarter of 2019 with a moderately defensive asset allocation position while waiting for evidence of a more significant upturn in market […]
source https://thebtrader.com/2019/11/20/tactical-asset-allocation-views-november-update/?utm_source=rss&utm_medium=rss&utm_campaign=tactical-asset-allocation-views-november-update
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