The 7IM Asset Allocation Committee met again recently to discuss their short term views on global economies. Their objective is to identify suggestions for short term tactical changes to reflect our current view of the market and economic outlook. The aim is to enhance investment returns by making controlled adjustments over relatively short periods, rather than to fundamentally alter the portfolio’s long term risk and return profile.
These views go some way to outlining their strategy for portfolios for the next 3 to 12 months. A summary is available below to download.