Head of multi-asset investments at Rathbones David Coombs explains why it may be time to nudge your clients back into risk assets...
Is it time to rethink risk assets? We think so. By this we are not advocating a huge leap into ‘risk’, but a gentle nudge back into areas, such as the US and the emerging markets, that we feel offer the best value during the current volatility. Recent unprecedented action by six central banks was a game-changer. It illustrated that the US is serious about orchestrating a solution to the European crisis: indeed, it is no coincidence that Germany’s Chancellor Merkel and French President Sarkozy have since started to talk more openly about the possibility of fiscal harmonisation, as US Tre...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes