Archinomics weekly update: Monday 25 November 2019
25 November 2019 | Investments
13 days ago
In this week's podcast...
Delays to signing phase one of the US/China trade deal have had differing impacts on sentiment in Europe and the emerging markets. We also discuss the possible repercussions of elections in Hong Kong over the weekend.
Presented by Quentin De Bottini, Investment Manager, and Alex Burn, CFA Investment Manager. Hosted by Jonathan Arthur, Senior Product Specialist.
Click on the player image below to listen to the podcast on the Soundcloud platform.
This month, we’ve moved from a moderate underweight to a neutral position in equities. In fixed income, we have increased our US duration from a neutral position to a moderate overweight position and reduced high yield from moderate overweight to neutral.