Bear Necessities
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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.\\xa0
- Income and capital withdrawal strategies - Which assets should we target when taking withdrawals.\\xa0
If you have any comments or queries, please get in touch at pbailey@assetfirst.co.uk
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