Asset allocators are the most underweight in more than 15 years.
Europe and emergining markets are being bought instead.
A complete 180 from the scenario from mid 2021 when every news outlet was bragging about how strong the US economy was.
A complete 180 from the scenario from mid 2021 when every news outlet was bragging about how strong the US economy was.
Emerging markets seem to in in focus.
I have a large portion of my assets in China and Brazil + Latin america.
I have a large portion of my assets in China and Brazil + Latin america.
More thoughts on emerging markets focusing on the China reopening as well as the weaker dollar.
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