11本のエピソード
Passive Attack - The Assetfirst Podcast Philip Bailey
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- ビジネス
Listen to Steve Williams and Philip Bailey of the Assetfirst Investment Committee as they discuss economics, investment conditions, asset allocations and fund choices - all the stuff you need to know when running a diversified multi asset investment portfolio.While a reasonable course of action regarding investments may be formulated from the application of our research, at no time will specific recommendations be given and at no time may a listener be justified in inferring that any such advice is intended. Assetfirst will not accept liability for any loss arising from the use of information within this podcast.
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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:-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 i...
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Don't Panic
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 - Investmen...
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A Punch In The Face
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 yo...
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Pandemic Prevails
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...
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Full Cycle Investors
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 -...
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Buy Buy Baby
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...