19: Late cycle dynamics and low-risk portfolios


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With interest rate hikes and ‘quantitative tightening’, the end of the economic cycle draws nearer every day. Tightening central bank policies and increased volatility have fuelled fears of the next economic contraction. This week, we ask how investors can manage low-risk portfolios and mitigate the ‘nightmare scenario’ of falling equities and fixed income returns?

Justin Onuekwusi, Head of Retail Multi-Asset Funds
Aimee Bowkett, Product Specialist, Asset Allocation team
Paul Pugh, Senior Manager Strategic Accounts

Read more about Justin and Aimee’s research:


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72 episodes