Investment Manager, Mike Deverell, presents his (and the investment team’s) take on the latest economy, market and portfolio news over the last quarter.
Investment Manager, Mike Deverell, presents his (and the investment team’s) take on the latest economy, market and portfolio news over the last quarter.
In the first of three videos, we focus on what’s happening in the economy and how, after a few turbulent years in terms of economic growth and inflation, we have now started to see a different picture.
In the second video, we turn to markets. As further cuts in interest rates are expected, this has had a somewhat positive effect on many of the asset classes we invest in.
In the final video, we look at the positioning of our Equilibrium portfolios in light of the changing market conditions and how it has affected returns.
