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 Jul 2018
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.