Passive Attack - The Assetfirst Podcast

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 investors wait for global tensions to ease?

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

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 - Investment strategies for a post covid world

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

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

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

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. 

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

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 over a decade. 

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

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]

Episode four hears the Assetfirst investment committee consider political and economic influences to their model portfolios. Coming this month:-

• Getting Brexit Done - Following the Conservative victory, we consider the implications for UK markets
• A Bumpy Ride - Asia Pacific markets may deliver positive returns, but there could well be some volatility along the way.
• Get rich quick - We reveal our favourite asset classes for 2020
• Goose or Turkey? - Insight into a Northern festive table.

Episode three hears the Assetfirst investment committee consider political and economic influences to their model portfolios. Coming this month:-

• They think its all over - A General Election has finally been called and Sterling goes from strength to strength. What does this mean for equities? 
• Are we ready for ESG Funds - ESG choices are gathering pace. Are they yet a viable tool to construct risk graded portfolios?
• Ways to skin a cat - We discuss  the merits of overseas assets in defensive portfolios
• Underweight South Africa - Our aspirational approach to the Rugby world cup. 

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

In this, our 2nd episode, the Assetfirst investment committee consider political and economic influences to their model portfolios. Coming this month:-

• Nothing can go wrong now! - Did the markets breathe a sigh of relief when Parliament took no-deal off the table?
• Trade Wars; A New Hope? - Following Trump's decision to delay further tarrifs, is the trade war nearly over?
• Reassuringly expensive - US p/e ratios are above their long term range. Is this cause for concern?
• Too good to be true? - Assetfirst models have delivered consistant top quartile performance for over a decade now. Could this success be repeated? 

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