Episode five hears the Assetfirst investment committee consider influences to their model portfolios. Coming this month:-

• Bear market strategy - The market sell-off is beginning to present buying opportunities for long term investors.
• Bond Insurance - Bonds have cushioned investors against the equity crash. Should we continue to hold them?
• Risk on? - We discuss whether to move from a defensive to a neutral stance. 
• Income and capital withdrawal strategies - Which assets should we target when taking withdrawals. 

If you have any comments or queries, please get in touch at [email protected]