The key points are as follows:

• The “risk on/risk off” pattern that has prevailed in investment markets since the global financial crisis (GFC) is showing signs of breaking down.
• This reflects reduced risks associated with the US and Europe and should be seen as a good sign.
• It means that individual assets and investments can go back to better reflecting their underlying fundamentals.
• It should also mean that the benefits of having a diversified portfolio should start to become more evident in the years ahead.

To read this edition of Oliver’s Insights, click here.

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