Managing Multi-Asset Portfolios in Uncertain Times

Presented by

Rory Mcpherson (Head of Investment Strategy, Psigma Investment Management)

About this talk

Psigma’s Head of Investment Strategy Rory Mcpherson will be discussing the current market environment and considering what this means for economies and investors alike. In particular, he will address: · The state of the global economy: what are the challenges and where are the opportunities · What are policy makers doing / what are they likely to do · How healthy is the investment opportunity set? o What are valuations like? o What are earnings like? · How bullish / bearish are investors and is now the time to be buying? · How do we at Psigma believe one should be positioned in this market · To finish with closing comments and questions

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