An investment strategy where volatility goes up but risk does not
Value investing has undergone huge change since the global financial crisis with the conversation thankfully moving away from cost in isolation to what represents good value – value for money, in other words.
PA Podcast: In search of a fixed income battle plan
David Riley, head of credit strategy at BlueBay Asset Management discusses regime change, the risk benefits of reflation, and the dangers lurking in duration.
PA Podcast: Trump inspired optimism and the risk of recession
Stephanie Flanders, JP Morgan’s chief market strategist for Europe and the UK discusses the demise of deflation, Trump’s lifting of animal spirits and the Brexit transition.
PA Podcast: Gold, gloom and a glass slightly empty
It is perhaps appropriate that the first PA Podcast was recorded on Halloween, as our first guest, Tilney Bestinvest, investment strategy director, Ben Seager-Scott isn’t entirely optimistic about the outlook for the global economy.