As geopolitical tensions rise across the globe, Maria Merricks asks asset allocators whether it is time to reduce risk in portfolios...
'Markets will revert to being driven by the US recovery' Julian Chillingworth, chief investment officer, Rathbones The markets are undecided. Credit bounced last Friday, as investors unwound some of the previous day's flight-to-quality trades and bought back some risk. At the time of writing, government bonds and gold are still stronger but only marginally. With tensions in the Middle East set to continue, and the relationship between the US and Russia fraught with potential sanctions, investors are right to monitor events in the short term. Longer-term, however, we be...
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