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

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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