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Article | 14 November 2019 | Investments
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.
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.