Going in and out of style
This week Nathan Sweeney, deputy chief investment officer for multi-asset at Marlborough, has a chat with Asset Allocator writers David Thorpe and Dave Baxter about some of the issues facing investors in early 2022 - particularly the potential for a sustained style rotation. They discuss the recent outperformance of the value-heavy UK equity market, whether central bankers are going to get the big calls right as they attempt to tackle the inflation which has caused problems for growth stocks recently, and how the rise of Asia and China fits into Sweeney's asset allocation thinking.
The Asset…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.