Investment Strategy: Still positive environment for equities

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In the last few days, markets in the US have corrected, as the troubles around the Trump administration have increased. This issue was discussed at the 18 May meeting of the ABN AMRO Investment Committee.

Despite a jump in market volatility, it remains at a relatively low level. No reason was seen for changing the current asset allocation. Equities continue to be favoured over bonds. The view on real estate is also positive and commodities are avoided. A neutral stance is taken toward hedge funds.