Oct 16, 2019 11:20:00 AM | LGT Beacon
LGT Beacon: Reiterating our cautiously constructive market outlook
Despite the so-called trade war, China's CSI 300 has rallied almost 30% year-to-date and the S&P 500 is up about 15%. Investors, it seems, are learning to live with the intensifying great power rivalry. With upward momentum having started to return to the markets, we keep our modest overweight in equities and our clear preference for the US.