Global Asset Allocation: The View From the UK

2026-02-20 21:58:20

This article discusses the global asset allocation outlook from a UK perspective for February 2026, noting an increased overweight to global risk assets despite extended valuations, due to strong earnings and economic growth. Key themes include uncertainty around the new Fed chair’s monetary policy stance and evolving market sentiment regarding AI-driven growth. The author analyzes potential risks such as sticky inflation and geopolitical tensions, while highlighting opportunities in non-US markets.

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