UK election special: our experts discuss investor implications
Episode 328, Jul 05, 04:09 PM
The accuracy of opinion polls has meant that the initial reaction of sterling assets to a new government has been relatively muted. But irrespective of a change of politicians, for investors the key issues remain the same – namely the rise of geopolitics, immigration, deglobalisation and fiscal versus monetary policy.
In this podcast, our panel of experts - Sonja Laud, Chief Investment Officer, James Carrick, Global Economist and Chris Jeffery, Head of Macro Strategy - discuss the issues facing today’s investor, while concluding that, given combined risks have increased, our preference, as ever, is to achieve the right mix of uncorrelated asset classes and return profiles.
This podcast is hosted by Mark Johnson, Head of UK Institutional & Wholesale and was recorded on 05 July 2024.
For professional investors only. Capital at risk.
In this podcast, our panel of experts - Sonja Laud, Chief Investment Officer, James Carrick, Global Economist and Chris Jeffery, Head of Macro Strategy - discuss the issues facing today’s investor, while concluding that, given combined risks have increased, our preference, as ever, is to achieve the right mix of uncorrelated asset classes and return profiles.
This podcast is hosted by Mark Johnson, Head of UK Institutional & Wholesale and was recorded on 05 July 2024.
For professional investors only. Capital at risk.