Pandemic Prevails

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Passive Attack - The Assetfirst Podcast

Business


A conversation between Philip Bailey and Steve Williams of  Assetfirst investment committee, as they consider the influence of world conditions to their model portfolios. Coming this month:-Wall Street vs Main Street - Are US equity prices overcooked?UK - Trouble ahead? - Do the low UK  equity valuations signal danger, or a buying opportunity?Property Outlook - Valuations have fallen; should we rebuild our desired weighting.Central Bank Report - We grade our central banks after their first 6 month responses to the pandemic.If you have any comments or queries, please get in touch at pbailey@assetfirst.co.ukTags: passive investment diversified multi asset portfolio committee ETF trackers fixed interest equities bear market bull