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What do the current transformational trends mean for multi-asset investors?
Manage episode 329846562 series 3354844
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We explore fundamental shifts that are reshaping the economy and discuss their impact on the macro environment and multi-asset investing. What are the implications for top-line growth and inflation? How can investors account for the dynamic nature of cross-asset correlations? And where can they find compelling opportunities right now? This episode features Citywire's Ian Horne, Geraldine Sundstrom, managing director and portfolio manager at PIMCO, and Guy Foster, chief strategist at Brewin Dolphin.
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