The equity markets are currently recovering after the major correction seen in December, our Investment Strategists write in their asset allocation strategy for February. Policies, most importantly the U-turn by the Federal Reserve, have been very helpful and may be able to break the negative domino effects of the fourth-quarter correction.
The markets have already priced in a lot of the bad news post the sell-off which is why we continue to see strong performance amid disappointing key data, they write.
While global growth still seems decent and earnings are still expanding, the negative trend in both these areas needs to stop for us to have a sustainable rally.
What does this mean in terms of asset allocation during February? Find out by reading the latest Global Asset Allocation Strategy (pdf, 7 MB) and listen to the interview with Chief Investment Strategist Michael Livijn.
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