Bear Necessities

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Passive Attack - The Assetfirst Podcast

Business


Episode five hears the Assetfirst investment committee consider influences to their model portfolios. Coming this month:-Bear market strategy - The market sell-off is beginning to present buying opportunities for long term investors.Bond Insurance - Bonds have cushioned investors against the equity crash. Should we continue to hold them?Risk on? - We discuss whether to move from a defensive to a neutral stance. Income and capital withdrawal strategies - Which assets should we target when taking withdrawals. If you have any comments or queries, please get in touch at pbailey@assetfirst.co.uk