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?

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