Hawksmoor IM moves into risk-off mode as market troubles bubble
Hawksmoor Investment Management has begun a steady shift out of equities and into alternative assets as it anticipates trouble in markets.
Defensives
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PA ANALYSIS: Ignore the seven-year itch, stick with the “unfashionable” bulls
Seven years of equity rises, have we really seen any evidence of complacency that ended previous bull markets?
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Time to rotate as bond proxies priced out
An inflection point is taking place across equity markets inviting investors towards more cyclical names.
