Disclaimer: Your capital is at risk. This is not investment advice.
Global equity markets have significant momentum with 40% on our radar making new all-time highs. Even though we are late in the cycle, equity valuations are excessive and the US equity market is highly concentrated, fighting the trend is like trying to stop a steamroller using a feather. Newton's First Law of Motion applies: the market’s in motion, and unless an external force intervenes, there’s no stopping it. The AAA Model is up 5% YTD, with strong returns in sight. The uptrend could last until the upcoming US and UK elections. Stay fully invested.
