Passive Attack - The Assetfirst Podcast Philip Bailey

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 worldIf 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

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.uk


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

A conversation between Philip Bailey and Steve Williams Assetfirst investment committee, as they consider the influence of world conditions to their model portfolios. Coming this month:-
A justified recovery? - Stock markets have recovered strongly in in recent weeks, despite warnings of e 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 the a fundamental change to the asset class?Far from Fixed - A glimpse at our asset allocation thoughts for the post pandemic world. If you have any comments or queries, please get in touch at pbailey@assetfirst.co.uk

Episode six hears an interim discussion from the Assetfirst investment committee.  This time, Philip Bailey and Steve Williams discuss the following:-
Are we nearly there yet? - For now at least, markets have stabilised. Have we seen the bottom of the dip?Economic headwinds - The lockdown will produce stark economic figures in the coming months. How will markets react to this news?Compelling valuations - Valuations now offer greater potential for long term growth than we have witnessed in over a decade. 

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