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 [email protected]

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