Matthew Lamb, CEO of Pacific Asset Management and Will Bartleet, CIO and Lead Portfolio Manager of the Pacific Multi-Asset Solutions discuss current markets including the high levels of uncertainty and the continued turbulence around politics.
They explore the importance of remaining invested and why a diversified portfolio with multiple drivers of returns is key for investors and touch on current opportunities in ‘value’ stocks, gold and emerging market bonds.
Current market overview. Why being invested is still key.
Is there value in value stocks?
Focus on Gold
How to manage sterling risk and are UK equities still interesting?
Other areas of opportunities
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