Allocators try to stay strategic in a world turned upside down
Investors are revisiting long-held assumptions about how to allocate large pools of assets
This is the second of two articles examining strategic asset allocation amid current market and economic uncertainty. Read the first – about the long-term outlook for US exceptionalism – here.
In May, when BlackRock updated its capital markets assumptions, the firm – for the first time – published two sets of forecasts. One reflects a baseline “starting point” scenario, the second a scenario in
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