July 2018: How we are allocating investments today – and why

In this Quarterly Investment Briefing Chief Investment Officer Caspar Rock discusses the factors behind Cazenove Capital’s current asset allocation

09/07/2018

Authors

Caspar Rock
Chief Investment Officer

Economic backdrop, valuations, sentiment and risk all play a part in determining asset allocation, Caspar Rock explains in this video. He looks at areas of emerging risk such as escalating trade disputes, for example; as well as improvements in certain companies’ valuations thanks to strong earnings growth. 

Authors

Caspar Rock
Chief Investment Officer

Topics

The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.