UK residents took to the polls on June 23rd to determine whether the UK should remain in the European Union. Our London based experts discussed the outcome of the referendum vote. They deciphered the results and looked past the headlines to understand not only the immediate market reaction, but also the longer-term response and potential impacts to investment portfolios.
RecordedJun 24 201618 mins
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We entered 2018 with a significant overweight to risk assets, but steadily pared that back to neutral as risks increased around the outlook for growth and monetary policy. What’s ahead for 2019? Jim McDonald explains.
Interest rates and credit spreads have increased this year, but we expect those trends to reverse over the next year. Additionally, we think concerns about accelerating inflation are overblown. Jim McDonald explains.
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In this webinar we will discuss:
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