Global Investment Strategy

GIS August 15 (The Next Surprise)

Date: 2016-08-14 - Prepared by: The GISI

A very big change is occurring in how the Fed thinks about interest rates. This will have a major impact on all asset classes. We discuss this development in this week’s GIS. We also review: (a) our asset allocation to prepare for a potential Donald Trump presidency; (b) allocation to UK stocks; (c) European bank valuations; and (d) our two favourite leading indicators of the world economy.

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