In this month's investment outlook, we take a look at:
- Catalysts and their implications on investments: US elections & the resurgence of Covid-19 cases.
- What is fueling the rally in equities?
- Questions you should be asking when evaluating investments in the technology sector given the overly optimistic assumptions.
- Opportunities in China's equity market.
- Why we have reviewed and rebalanced our portfolios to favour selected Asian bonds.
- Why fixed income investors and savers may suffer in the upcoming "financial repression".
- How we are insuring our portfolio against undue surprises or benefits from markets dislocation.
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