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Tactical Asset Allocation:November update

8 months ago

In this month's podcast...

Mayank Markanday, CFA senior investment manager, Sheldon MacDonald , CFA Deputy CIO and Avni Thakrar, CFA senior product specialist, discuss Architas’ latest tactical asset allocation views.
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In the November update they cover our overall view of our tactical asset allocation including why we have moved from a moderately underweight in UK equities to neutral. 

We dig into our thoughts on the US and why we see the US Federal Reserve cuts as the biggest driver of the reversal and fortune for US equities. And what areas of fixed income we like and why.

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

Happy listening!

Further listening

Archinomics weekly update: Monday 13 July 2020

The Nasdaq index hit a new record, led by the tech giants, while e-commerce stocks boosted the Chinese market to its best performance in five years. Government and corporate bond markets remained firm, despite cuts to economic growth forecasts. We look forward to dramatic profit declines for Q2, as the US reporting season gets underway this week.

Panel podcast: Summer volatility triggers 7 July...

With all the talk of the ‘new normal’ post lockdowns and forecasts of a V-shaped recovery, markets have rallied hard over the second quarter. Financial markets are awash with liquidity and there are promises of further support from central banks.

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