In part one of this interview European Wealth investment strategist, Richard Stammers, discusses the need for investors to readjust their expectations in terms of yield and the level of risk needed to achieve it. As well as looking at the extent of the recovery in developed markets, he talks to some of the clouds still looming on the horizon and how to position oneself.
In part two of the interview, Stammers discusses the decline in the positive correlation between bonds and equities, and the need for investors to start thinking for themselves and looks at ways of challenging the growing consensus and putting downside protection in place.
