{"version":"1.0","provider_name":"Insights","provider_url":"https:\/\/blog.moneyfarm.com\/en","author_name":"Richard Flax","author_url":"https:\/\/blog.moneyfarm.com\/en\/author\/richard-flaxmoneyfarm-com\/","title":"Portfolio Comment: Thinking about the positives | Moneyfarm","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\" data-secret=\"KkqzwbMNmN\"><a href=\"https:\/\/blog.moneyfarm.com\/en\/investments\/portfolio-comment-thinking-about-the-positives\/\">Portfolio Comment: Thinking about the positives<\/a><\/blockquote><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/blog.moneyfarm.com\/en\/investments\/portfolio-comment-thinking-about-the-positives\/embed\/#?secret=KkqzwbMNmN\" width=\"600\" height=\"338\" title=\"&#8220;Portfolio Comment: Thinking about the positives&#8221; &#8212; Insights\" data-secret=\"KkqzwbMNmN\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe><script>\n\/*! This file is auto-generated *\/\n!function(d,l){\"use strict\";l.querySelector&&d.addEventListener&&\"undefined\"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret=\"'+t.secret+'\"]'),o=l.querySelectorAll('blockquote[data-secret=\"'+t.secret+'\"]'),c=new RegExp(\"^https?:$\",\"i\"),i=0;i<o.length;i++)o[i].style.display=\"none\";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute(\"style\"),\"height\"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):\"link\"===t.message&&(r=new URL(s.getAttribute(\"src\")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener(\"message\",d.wp.receiveEmbedMessage,!1),l.addEventListener(\"DOMContentLoaded\",function(){for(var e,t,s=l.querySelectorAll(\"iframe.wp-embedded-content\"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute(\"data-secret\"))||(t=Math.random().toString(36).substring(2,12),e.src+=\"#?secret=\"+t,e.setAttribute(\"data-secret\",t)),e.contentWindow.postMessage({message:\"ready\",secret:t},\"*\")},!1)))}(window,document);\n\/\/# sourceURL=https:\/\/blog.moneyfarm.com\/en\/wp-includes\/js\/wp-embed.min.js\n<\/script>\n","thumbnail_url":"https:\/\/blog.moneyfarm.com\/en\/wp-content\/uploads\/2021\/12\/Macro-Comment-Digging-into-the-US-ISM-Manufacturing-Survey.png","thumbnail_width":1025,"thumbnail_height":399,"description":"What are we talking about? We think our portfolio positioning today is relatively conservative, at least compared to some of the internal benchmarks we track, in terms of lower equity exposure. As a result, we spend a good amount of time thinking how we might be wrong and what a more optimistic case for equities [&hellip;]"}