Polls Apart

Passive Attack - The Assetfirst Podcast

English - October 30, 2019 22:00 - 18 minutes - 12.8 MB
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Previous Episode: Too Good To Be True?

Next Episode: 20/20 Vision

Episode three hears the Assetfirst investment committee consider political and economic influences to their model portfolios. Coming this month:-

They think its all over - A General Election has finally been called and Sterling goes from strength to strength. What does this mean for equities? Are we ready for ESG Funds - ESG choices are gathering pace. Are they yet a viable tool to construct risk graded portfolios?Ways to skin a cat - We discuss the merits of overseas assets in defensive portfoliosUnderweight South Africa - Our aspirational approach to the Rugby world cup.

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