Investors are pivoting away from U.S. and toward global equity funds, which took in $26.7 billion in May. European equity inflows are near a two-year high.
An allocation to real assets can protect against inflation and diversify a portfolio, while generating current income and offering capital appreciation.
Investors may be treating September with caution due to recent declines in U.S. inflation and the potential for political surprises in the U.K. and Europe.
But people will talk of a “dovish” hike, as uncertainty and pessimism, as well as continued Trump administration tumult, threaten to temper growth expectations.
