Information for advice professionals only.
In this episode of BT Invest Talk, Regional Manager Eric Vassiliadis talks with BTIS Head of Asset Allocation James Kerr. They discuss the philosophy and role SAA plays in the portfolios, and touch on the impact COVID19 has had on Capital Market assumptions. James also highlights some key themes in markets for the medium term.
You can also access this podcast via Soundcloud.
This podcast explores how this calendar year has seen global equities drop 35.8% from their pre-pandemic high but have since recovered 52.4%, a drop from the February high of 2.4%.
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