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. 

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