What’s top of investors’ minds this week?
It’s tempting during periods of high volatility to be drawn to the headlines of the day suggesting that investors are exiting long held positions or urgently considering where to reposition themselves. Whilst market turmoil undoubtedly will require portfolio shifts for some investors, it’s important to gauge the ongoing change in investor sentiment against the broader backdrop of recent months. This perspective can reveal a positive attitude to risk, albeit current volatility may not lead to immediate allocations.
Read Eastspring’s CIO Views Weekly Bulletin
