Investment Themes

  • August 2017

  • Toby Nangle Co-Head of Global Asset Allocation and Head of Multi-Asset EMEA

 

In this month's Investment Themes video, Toby Nangle, Co-Head of Global Asset Allocation and Head of Multi-Asset EMEA, discusses:

  • US inflationary pressures
  • How the Fed will approach a QE unwind
  • European growth
  • Geo-political risk
  • Our outlook for risk assets
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