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 how recent moves in the market have seen bond and equity markets falling in tandem. Although the recent fall has felt sudden, Will discusses the three risks that he identified last quarter that in fact have been building over the last six months. They also discuss market opportunities and how the Multi-Asset portfolios are positioned.
2018 Q4 – Global Market Overview and Outlook
Where are the opportunities in this environment?
IMPORTANT INFORMATION: Issued and approved by Pacific Capital Partners Limited, a limited company registered in England and Wales, authorised and regulated by the Financial Conduct Authority . The information contained herein is not approved for use by the public and is only intended for recipients who would be generally classified as investment professionals. Information or opinions contained in this article do not constitute an offer to sell or a solicitation, or offer to buy, any securities or financial instruments or investment advice or any advice or recommendation in respect of such securities or other financial instruments. Where past performance is shown it refers to the past and should not be seen as an indication of future performance.