Show Notes
US businesses have to date been able to protect their margins and pass on any costs as a result of tariffs, but data indicates this could be coming to an end, according to Peter Dalgliesh, chief investment officer at Parmenion.
Speaking with Asset Allocator, Dalgliesh discusses his outlook for markets and inflation amid opaque data sources; his outlook for global equities and fixed income in the year ahead; and his perspective on how to think about risk in the current climate.
The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter. Hosted on Acast. See acast.com/privacy for more information.
More from Asset Allocator
Commodities should serve as a reliable safe haven in the event of an equity downturn next year according to Trevor Greetham, head of multi-asset at Royal London Asset Management, who shared his prediction when he joined this week’s Asset Allocator podcast.
Government bond yields are approaching five per cent, raising a crucial question for investors: could higher interest rates threaten global stock markets, or are bonds becoming a more attractive investment than equities?
How should investors build a diversified portfolio when bond yields are rising, inflation remains a risk and the AI boom is reshaping global equity markets?
Forecasting macro factors are much more difficult than they were in the past.
Higher bond yields are transforming the investment case for fixed income. But with inflation remaining elevated, interest-rate expectations shifting and markets volatile, where are the best opportunities for investors?