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? 

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