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By Gregor HIRT, Global CIO Multi Asset, Allianz Global Investors
Amid market volatility and uncertainty, our view is that investors should stay invested and look for new sources of diversification, including within UK and Japanese equities and European bonds.
Key takeaways
- Donald Trump’s approach has uprooted the perceived stability of the US and its financial assets, leaving many investors wondering where to invest.
- Uncertainty is high but so far equity market moves are in line with previous market corrections and even after the biggest market selloffs, the subsequent recovery has been strong.
- Within our multi asset portfolios, we have diversified more of our equity investments to outside the US...
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