Episode three hears the Assetfirst investment committee consider political and economic influences to their model portfolios. Coming this month:-

• They think its all over - A General Election has finally been called and Sterling goes from strength to strength. What does this mean for equities?
• Are we ready for ESG Funds - ESG choices are gathering pace. Are they yet a viable tool to construct risk graded portfolios?
• Ways to skin a cat - We discuss  the merits of overseas assets in defensive portfolios
• Underweight South Africa - Our aspirational approach to the Rugby world cup.

If you have any comments or queries, please get in touch at pbailey@assetfirst.co.uk