Asset Allocation: Uncertain 3 Months, But Bullish Equities 2024

May 22, 2023 12:56 PM UTC

Bottom Line: Provided that the U.S. avoids a temporary default and reaches a debt ceiling agreement, then the key focus for asset allocation over the next 1½ years will switch back to growth/inflation and central bank policy prospects. DM inflation will likely come down further, which will allow F