global asset allocation

  1. 1,624 Posts.

    Insto quote today:

    "Tactical Asset Allocation positions in Germany and France ( overweight equities / short bonds) were reduced last night by one step. The valuation signal for France shifted down from +6 to +5, and for Germany from +5 to +4, as a result of a further rise in these sharemarkets in November. However our models indicate that equity markets in Europe, UK, Australia and US remain undervalued relative to ten year government bond yields."

    First time I've seen Equities quoted as undervalued for a while!

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