15 Oct 2019
A lot has happened in markets since September 2018. Ironically, concerns about slowing growth led to the Fed’s “dovish pivot”, which in turn has boosted returns across a range of financial assets.
So despite abundant political and economic risks, this US expansion continues, leaving investors bemused in the face of lofty valuations as to how they should position portfolios.
Please watch Thomas Wells, Multi-asset Fund Manager, and Jerome Nunan, Investment Director, Multi-asset, in an on-demand discussion about markets, portfolio positioning, the importance of alternative assets in delivering diversification and to debate their questionable music taste.
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