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

09/07/2018

Caspar Rock

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. 

 

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