This week the investment committee at our asset management subsidiary – Assetfirst – sat to discuss prevailing and predicted global market conditions and the impact that they might have on our clients’ portfolios. Given the ongoing market dynamism driven by the Coronavirus pandemic, we thought you might find this Q&A session to be of interest.

A conversation between Philip Bailey and Steve Williams as they consider the influence of world conditions to their model portfolios.

Coming this month:-

  • A justified recovery?– Stock markets have recovered strongly in recent weeks, despite warnings of a deepening recession. Are markets overly optimistic?
  • Trouble ahead?– As central banks continue to pump money into the markets, are inflation and higher interest rates just around the corner?
  • Property Outlook– Has the Pandemic marked a fundamental change to the asset class?
  • Far from Fixed– A glimpse at our asset allocation thoughts for the post pandemic world

Listen to our latest podcast here: Provisio Podcasts

We hope you find this to be of interest and if you would like to discuss any of the points raised, please contact us.