Talking Heads

Offence or defence in multi-asset portfolios?

10min | 05/19/2023|

492

Description

Signals of where we stand in the economic cycle are distorted as the global economy emerges from the unprecedented combination of a global pandemic plus massive quantitative easing and fiscal stimulus. Listen to this Talking Heads podcast with Mark Richards, Head of Flexible & Absolute Return portfolios in the Multi-Asset and Quantitative Solutions (MAQS) team, and Chief Market Strategist Daniel Morris as they evaluate what matters currently in positioning multi-asset portfolios.

For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/

Download the Viewpoint app: https://onelink.to/tpxq34

Follow us on LinkedIn: https://bnpp.lk/am

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Description

Signals of where we stand in the economic cycle are distorted as the global economy emerges from the unprecedented combination of a global pandemic plus massive quantitative easing and fiscal stimulus. Listen to this Talking Heads podcast with Mark Richards, Head of Flexible & Absolute Return portfolios in the Multi-Asset and Quantitative Solutions (MAQS) team, and Chief Market Strategist Daniel Morris as they evaluate what matters currently in positioning multi-asset portfolios.

For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/

Download the Viewpoint app: https://onelink.to/tpxq34

Follow us on LinkedIn: https://bnpp.lk/am

Hosted on Ausha. See ausha.co/privacy-policy for more information.

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