A conversation between Philip Bailey and Steve Williams of  Assetfirst's investment committee, as they consider the influence of world conditions on their model portfolios. Coming this month:-

• Interest Rates - As Central Banks start to tighten monetary policy, we discuss the possible outcomes for Bonds and Equites.
• Mind The Gap - With inflation soaring, why are interest rates not rising faster?
• Stick or Twist? -  Our views on mortgage rates, 
• Investing in uncertain times - Should investors wait for global tensions to ease?

If you have any comments or queries, please get in touch at pbailey@assetfirst.co.uk

A conversation between Philip Bailey and Steve Williams of  Assetfirst's investment committee, as they consider the influence of world conditions on their model portfolios. Coming this month:-

• Aftershock - As supply chain disruption and soaring energy prices hit the economy, are these conditions here to stay?
• Stagflation - Low growth and high inflation; is the economy heading for the worst of both worlds?
• Short and (not too) Sharp - The outlook for interest rates.
• Expansion Phase - Investment strategies for a post covid world

If you have any comments or queries, please get in touch at pbailey@assetfirst.co.uk

A conversation between Philip Bailey and Steve Williams of  Assetfirst's investment committee, as they consider the influence of world conditions on their model portfolios. Coming this month:-

• Much too much, much too soon - Are recent stock market rises justified?
• Bond Exposure? - Which fixed interest sectors benefit most from an economic recovery?
• Biden Time - How does the Democrat administration change US growth potential?
• Property Rebuild - Is it too soon to top up property exposure?

If you have any comments or queries, please get in touch at pbailey@assetfirst.co.uk

Tags: passive investment diversified multi asset portfolio committee ETF trackers fixed interest equities bear market bull