Previous Episode: A Punch In The Face
Next Episode: The Interesting Episode

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 [email protected]