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Tactical Asset Allocation: September update

one month ago

In this month's podcast...

Mayank Markanday, CFA senior investment manager, and Avni Thakrar, CFA senior product specialist, discuss Architas’ latest tactical asset allocation views.

In the September update, they cover our fixed income asset allocation changes, the rationale behind our defensive stance, the market’s current risk factors and what this means for the rest of the year

Click on the player image below to listen to the podcast on the Soundcloud platform.

Happy listening!

Further listening

Tactical Asset Allocation:November update

Article | Investments | 14/11/2019

In this podcast, our expert panel cover our overall view of our tactical asset allocation including why we have moved from a moderately underweight in UK equities to neutral. 

Archinomics weekly update: Monday 11 November...

Article | Investments | 11/11/2019

With US markets hitting all-time highs, in this week's podcast our expert panel look at company earnings forecasts. A trade truce could bring better economic growth prospects- good for equity markets, perhaps not so good for government bond markets.

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