Passive Attack - The Assetfirst Podcast: Recent Episodes
Philip Bailey
Listen to Steve Williams and Philip Bailey of the Assetfirst Investment Committee as they discuss economics, investment conditions, asset allocations and fund choices - all the stuff you need to know when running a diversified multi asset investment portfolio.While a reasonable course of action regarding investments may be formulated from the application of our research, at no time will specific recommendations be given and at no time may a listener be justified in inferring that any such advice is intended. Assetfirst will not accept liability for any loss arising from the use of information within this podcast.
A conversation between Philip Bailey and Steve Williams of Assetfirst's investment committee, as they consider the influence of world conditions on their model portfolios. Coming this month:-
- Interest Rates - As Central Banks start to tighten monetary policy, we discuss the possible outcomes for Bonds and Equites.
- Mind The Gap - With inflation soaring, why are interest rates not rising faster?
- Stick or Twist? - Our views on mortgage rates,
- Investing in uncertain times - Should investors wait for global tensions to ease?
If you have any comments or queries, please get in touch at pbailey@assetfirst.co.uk
A conversation between Philip Bailey and Steve Williams of Assetfirst's investment committee, as they consider the influence of world conditions on their model portfolios. Coming this month:-
- Aftershock - As supply chain disruption and soaring energy prices hit the economy, are these conditions here to stay?
- Stagflation - Low growth and high inflation; is the economy heading for the worst of both worlds?
- Short and (not too) Sharp - The outlook for interest rates.
- Expansion Phase - Investment strategies for a post covid world
If you have any comments or queries, please get in touch at pbailey@assetfirst.co.uk
A conversation between Philip Bailey and Steve Williams of Assetfirst's investment committee, as they consider the influence of world conditions on their model portfolios. Coming this month:-
- Much too much, much too soon - Are recent stock market rises justified?
- Bond Exposure? - Which fixed interest sectors benefit most from an economic recovery?
- Biden Time - How does the Democrat administration change US growth potential?
- Property Rebuild - Is it too soon to top up property exposure?
If you have any comments or queries, please get in touch at pbailey@assetfirst.co.uk
Tags: passive investment diversified multi asset portfolio committee ETF trackers fixed interest equities bear market bull
A conversation between Philip Bailey and Steve Williams of Assetfirst investment committee, as they consider the influence of world conditions to their model portfolios. Coming this month:-
- Wall Street vs Main Street - Are US equity prices overcooked?
- UK - Trouble ahead? - Do the low UK equity valuations signal danger, or a buying opportunity?
- Property Outlook - Valuations have fallen; should we rebuild our desired weighting.
- Central Bank Report - We grade our central banks after their first 6 month responses to the pandemic.
If you have any comments or queries, please get in touch at pbailey@assetfirst.co.uk
Tags: passive investment diversified multi asset portfolio committee ETF trackers fixed interest equities bear market bull
A conversation between Philip Bailey and Steve Williams Assetfirst investment committee, as they consider the influence of world conditions to their model portfolios. Coming this month:-
- A justified recovery? - Stock markets have recovered strongly in in recent weeks, despite warnings of e deepening recession. Are markets overly optimistic?
- Trouble ahead? - As central banks continue to pump money into the markets, are inflation and higher interest rates just around the corner?
- Property Outlook - Has the Pandemic marked the a fundamental change to the asset class?
- Far from Fixed - A glimpse at our asset allocation thoughts for the post pandemic world.
If you have any comments or queries, please get in touch at pbailey@assetfirst.co.uk
Episode six hears an interim discussion from the Assetfirst investment committee. This time, Philip Bailey and Steve Williams discuss the following:-
- Are we nearly there yet? - For now at least, markets have stabilised. Have we seen the bottom of the dip?
- Economic headwinds - The lockdown will produce stark economic figures in the coming months. How will markets react to this news?
- Compelling valuations - Valuations now offer greater potential for long term growth than we have witnessed in over a decade.
If you have any comments or queries, please get in touch at pbailey@assetfirst.co.uk
Episode five hears the Assetfirst investment committee consider influences to their model portfolios. Coming this month:-
- Bear market strategy - The market sell-off is beginning to present buying opportunities for long term investors.
- Bond Insurance - Bonds have cushioned investors against the equity crash. Should we continue to hold them?
- Risk on? - We discuss whether to move from a defensive to a neutral stance.
- Income and capital withdrawal strategies - Which assets should we target when taking withdrawals.
If you have any comments or queries, please get in touch at pbailey@assetfirst.co.uk
Episode four hears the Assetfirst investment committee consider political and economic influences to their model portfolios. Coming this month:-
- Getting Brexit Done - Following the Conservative victory, we consider the implications for UK markets
- A Bumpy Ride - Asia Pacific markets may deliver positive returns, but there could well be some volatility along the way.
- Get rich quick - We reveal our favourite asset classes for 2020
- Goose or Turkey? - Insight into a Northern festive table.
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
In this, our 2nd episode, the Assetfirst investment committee consider political and economic influences to their model portfolios. Coming this month:-
- Nothing can go wrong now! - Did the markets breathe a sigh of relief when Parliament took no-deal off the table?
- Trade Wars; A New Hope? - Following Trump's decision to delay further tarrifs, is the trade war nearly over?
- Reassuringly expensive - US p/e ratios are above their long term range. Is this cause for concern?
- Too good to be true? - Assetfirst models have delivered consistant top quartile performance for over a decade now. Could this success be repeated?
If you have any comments or queries, please get in touch at pbailey@assetfirst.co.uk
We have just made a recording of our latest investment committee meeting. This month we discuss :-
- Elephant in the Room – Is the negative yield curve a sure sign of the next recession?
- Broken Models? – Do low bond yields mean the end of diversified portfolios?
- More Big Bazookas? – Can we expect more economic stimulus and will it still work?
- Currency Pirates – Are we protected against a weakening Pound?
If you have any comments or investment related questions please get in touch at pbailey@assetfirst.co.uk