Invesco: The global economy is entering a recovery phase, making risk assets more attractive
Jinse Finance reported that David Aulja from Invesco stated in a report that as the global economy appears to be entering a recovery phase, risk assets such as stocks are becoming attractive. "The leading economic indicators and risk appetite indicators we are monitoring show a positive synergy with the 'recovery' phase of the economic cycle." He pointed out that risk assets are expected to deliver moderate positive returns in the medium term, making stocks valuable for allocation. "We are seeking to selectively increase the overall risk exposure of our portfolio, and therefore, we prefer to overweight stocks relative to fixed income assets."
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