Investor Strategy - The Great Bounce

This week is our monthly strategy update for May, covering off markets, our thoughts and positioning. Highlights include:

  • Fade the bounce – as the policy lift fades, we have months of bad economic and earnings data to get through.
  • Trimmed risk – our recommended allocations reduced equity and increased bonds/cash.
  • Rebalancing – ways to take advantage of the recent bear and bounce.
  • Behavioural Coach’s Corner – this market has availability bias in high gear
  • Re-evaluating alternative credit – after disappointing results in this space, we have provide our views on how to look at results and things going forward.
  • Emerging markets – a look into South America, and it doesn’t look good at the moment.
  • Managed Portfolio – taking our investor strategy to the implementation stage.

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