Full Cycle Investors
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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.\\xa0
If you have any comments or queries, please get in touch at pbailey@assetfirst.co.uk
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