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 their first 6 month responses to the pandemic.

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