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What bubble? Asset managers in risk-on mode stick with stocks

There’s a time when investments run their course and the prudent move is to cash out. For global asset managers who’ve ridden double-digit gains in equities for three straight years, that time is not now. “Our expectation of solid growth and easier monetary and fiscal policies supports a risk-on tilt in our multi-asset portfolios. We … Read more

Bitcoin is ‘still a very risk-on asset,’ Bloomberg’s Nicolle says

Bitcoin has entered bear territoriy, down 25% from its all-time high as macroeconomic uncertainty and political factors are spooking investors. Speaking on Bloomberg TV, crypto reporter Emily Nicolle argued that Bitcoin (BTC) is “still a very risk-on asset” that is highly correlated to shifts in the macroeconomic landscape. As such, what happens on Wall Street … Read more

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