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Stay Defensive in October

Posted on - 11 Oct 2023

Category - Asset Allocation

It’s been a pretty torrid time in equity markets over the past 4-6 weeks and that looks set to continue with a host of macroeconomic factors (including the new war in Israel and Gaza) likely to make markets more volatile. Having said that, a number of sectors have fallen very materially over the past few weeks and there is certainly the possibility of a dead cat bounce lasting for a few weeks. We are also growing more constructive on parts of the lithium-ion complex for a near-term bounce but it could take a while (particularly in volatile equity market conditions)...

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