In the latest of our Multi-Asset Master Classes, Matthew Lamb, CEO of Pacific AM and Will Bartleet, CIO/Portfolio Manager of Pacific Multi-Asset discuss what is currently driving markets and the impact of Trump, Trade Wars, BREXIT and more. Will explains why he believes having plenty of 'dry powder' is key and discusses how the portfolios are currently positioned. They also discuss the recent record moves in Technology Stocks and the influence of the FANGs on US Equities.
2018 Q3 - Global Investment Overview
Multi-Asset - Portfolio Positioning
Growth & Value - Technology, US and EM Equities
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