Thursday, May 23, 2013

Oliver's Insights – The death of 'risk on/risk off'?


Key points:


  • 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 United States (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

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