We combine deep qualitative analysis by our team of investment specialists with powerful quantitative analysis from our proprietary software to inform an unconstrained approach for strong, risk-adjusted returns.
This month our investment team is negative on rates, favouring the European markets. Moving on to credits – high yield is our preferred area over investment grade. For equities there has been a shift from positive to neutral stance, due to US market strength.
Watch the full video to find out our predictions for the Fed meeting results, as well as an update on Brexit.