Currency Pirates

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Passive Attack - The Assetfirst Podcast

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We have just made a recording of our latest investment committee meeting. This month we discuss :- Elephant in the Room    – Is the negative yield curve a sure sign of the next recession? Broken Models?               – Do low bond yields mean the end of diversified portfolios? More Big Bazookas?       – Can we expect more economic stimulus and will it still work?Currency Pirates               – Are we protected against a weakening Pound?If you have any comments or investment related questions please get in touch at pbailey@assetfirst.co.uk