Architas’ tactical asset allocation monthly update
Mayank Markanday, CFA senior investment manager, and Avni Thakrar, CFA senior product specialist, discuss Architas’ latest tactical asset allocation views. In this podcast we cover remaining defensive but moving to a slightly less underweight position in equities. Our views on the Fed; Brexit; expensive bond valuations and our preference for government bonds in the current climate. This podcast is intended for investment professionals, and shouldn’t be shared with a non-professional audience. Our monthly tactical asset allocation update is your guide to Architas’ markets and macro research output. This is where we will discuss the main changes to our short term investment outlook and any risks on the horizon on an asset class basis.
Duration: 6 min