“Market conditions are shifting fast. But making impulsive changes to equity portfolios and allocations can be counterproductive. Global equities advanced in the third quarter despite acute volatility, driven by uncertainty over the US economic outlook and a rethink of the technology giants. In fluid market conditions—and ahead of fateful US elections—we think investors should maintain a strategic focus on finding sources of healthy earnings growth that drives long-term returns.
After relatively calm market gains through the first half of the year, investors experienced an unsettling third quarter. Much of the instability was driven by growing signs of US economic weakness. Læs hele analysen her.
Morten W. Langer
