Economic & Strategy Viewpoint
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
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.