18 min

Pandemic Prevails Passive Attack - The Assetfirst Podcast

    • Investing

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 thei...

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 thei...

18 min