What to make of the China stimulus
The Chinese government's sudden U-turn on fiscal stimulus has got a lot of heads scratching recently - including among those who debate the future prospects of the country's economy.
This week David Thorpe and Joseph Wilkins are joined by Nathan Sweeney, multi-asset chief investment officer at Marlborough, to discuss whether the stimulus will change his calculus on whether or not to allocate to China.
They also discuss positioning portfolios for rate cuts and why he is rotating his US exposure from growth to value.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund…
The skinny
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