Patience is the new mantra

Patience is the new mantra

lowenthal-stefan

Stefan Löwenthal

  • Managing Director, Chief Investment Officer — Global Multi Asset Team
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wurzer-juergen

Jürgen Wurzer

  • Senior Vice President, Deputy Head of Portfolio Management— Global Multi Asset Team
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kovacic-igor

Igor Kovacic

  • Senior Investment Manager — Global Multi Asset Team
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In their quarterly outlook, “Patience is the new mantra,” the Macquarie Multi-Asset Team discusses recent developments that have led to expensive valuations across markets and the “pain trade,” even as many investors have remained stoically long risk. Is the patience and maintaining positions amid these valuations and heightened volatility justified? The team looks at monetary and fiscal policy and other important inputs shaping their asset allocation views.

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