Transcription of Asset Allocation Strategy Report
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Asset Allocation Strategy Report
Page 1 of 31 Asset Allocation Strategy July 18, 2022 Global economic summary. 3 Wells Fargo Investment Institute forecasts 4 Fixed income. 6 Equities. 8 Real assets. 10 Alternative investments. 11 Currency guidance. 13 Tactical guidance., 14 Capital market assumptions 16 Strategic Asset Allocation , 17 New capital market assumptions and portfolio mixes for 2022-2023 (Continued on the next page.)As part of our Asset Allocation and investment Strategy , we regularly review our capital market assumptions (CMAs) and strategic Asset - Allocation mixes.
Dec 21, 2021 · services activity. And the economic surprise index (measuring actual data against consensus estimates) showed early December reports exceeding expectations for the first time since August. Even high-frequency data through late November failed to show a more noticeable decline from a slowing trend since September despite increased lockdown activity.
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