Would Rather Be in 'Risk-off' Than 'Risk-on' Assets, HG Research Says

The video discusses changes in asset allocation, emphasizing a shift to risk-off strategies like investing in gold and safe havens due to geopolitical risks and potential recession. It highlights market volatility, technical indicators like the death cross in the S&P 500, and the impact of central bank policies, including balance sheet contractions and quantitative tightening. The overall message is to adopt a cautious approach, selling into strength rather than buying dips.

What are the implications of dropping commodities to 0% in asset allocation?

How does geopolitical risk influence investment in gold?

What factors contribute to the widening of credit spreads?

What does a 'death cross' in the S&P 500 indicate about market trends?

What changes in central bank policies could affect asset prices in 2019?