StanChart’s Gill Likes U.S. and Chinese Equities

The video discusses asset allocation strategies, emphasizing the importance of diversification and balancing equities with cash and bonds. It highlights the challenges of the current market cycle and the need for a more concentrated approach in certain phases. The speaker advocates for a balanced allocation strategy, especially as the market approaches a potential recession, noting that such an approach has historically outperformed more concentrated strategies.

What is the recommended approach to asset allocation as mentioned in the text?

What factors should be considered when approaching the next recession according to the text?

How does the speaker suggest balancing equity investments?

What percentage range is suggested for equity allocation in a moderate portfolio?

What was the outcome of the balanced approach in asset allocation last year?