This week's instalment of ATW departs from the usual format of providing a synopsis of global markets and economic outlook going forward. The attached article is worth reading and provides a perspective on where we understand markets to be and why we have adopted such a defensive position in terms of asset allocation.
June 30th is the mid-year point and I will be reviewing your portfolios from a risk-return perspective. I look forward to speaking with you further following the end of Q2 and discussing your portfolio and the attached article as well.
As always, please give me a call if you have any further questions in the meantime.