Perhaps an interesting trio of charts for asset allocators…
đ Perhaps an interesting trio of charts for asset allocators… pic.twitter.com/PY4lnwPslJ — Mikael Sarwe (@MikaelSarwe) August 17, 2021 Macro expectations vs. equity allocation đ Draw your own conclusion. Ht @MikaelSarwe (BofA) pic.twitter.com/5muXG046y5 — Michael A. Arouet (@MichaelAArouet) August 17, 2021 #China's Ningbo container port remains partially closed, congestion at other major China ports is increasing. … Read more