What’s top of investors’ minds this week?

The tariff cuts from this weekend’s China-US negotiations sparked a 3.3% rally in the S&P 500, erasing previous losses and resulting in a modest year-to-date gain of 0.6%. The VIX volatility index has collapsed from its April high of 52.3% to 18.7% which is below what it averaged in August to October last year. We think this rekindled market optimism in the face of a much weaker growth outlook offers investors an opportunity to allocate to defensive, low volatility strategies.

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Vis Nayar

Vis Nayar is the Chief Investment Officer and a member of the Executive Management Committee at Eastspring Investments. Vis spearheads Eastspring’s investment platform encompassing equities, fixed income, multi asset and quantitative solutions, and oversees investment offerings across markets.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.