Investment Strategy: Putting more cash at work

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Against a backdrop of solid economic growth, positive market sentiment and low volatility, we believe it is warranted to take on more risk. We therefore suggest investors to put more cash at work – by increasing the portion of real estate in their portfolios.

Expected returns on real estate are significantly higher than returns offered by cash. At a sector level, we now take a more positive stance on energy players, while seeing only limited potential for utility stocks. We give investors into consideration to align their equity sector positioning with our current view.
Download the Investment Strategy below to read more.