MBCC TH 27th June'23 - "What happens in July and why is month / quarter End June so important for your asset allocation - where to be positioned?"

As we head into month/quarter end, make no mistake, these are BIG events. especially as pension funds need to rebalance their portfolios each quarter. This quarter we have seen Equities S&P 500 up 6.23% and Bonds down -1.32% (total return). There is some switching/rebalancing to be done.

Now it gets even more interesting when the Fed is doing what it is….want to know what that means and why your long/short asset allocation will come back to bite you?

We break each macro catalyst down and tell you what the trigger is for Equities..