Presented by
Sabrina Jacobs, Andy Cawker and Jonathan Crone
Monthly Investment Risks and Opportunities Round-Up
About this talk
The new year is poised to challenge investors in a number of areas and asset classes. Inflation remains one of the big unknowns as we move back to full economic activity.
For now, central banks have enough room to keep monetary policy at exceptionally low levels, but faltering fiscal support, longer lockdowns or vaccine delays may present challenges to the recovery process.
In a world with a wide range of medium term economic outcomes there are still opportunities in markets like IG credit or, through Convertible Arbitrage Strategies which can offer diversification and uncorrelated low beta return.
Join the team as we go through strategies and round-up the risks and opportunities for investors.
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