The location and timing of the next recession is a key asset allocation concern for Heartwood Investment Management, with the firm currently predicting a downturn originating in the US in late 2019, according to investment director Graham Bishop.
Bishop, who joined Heartwood from Citibank in May 2017 and is responsible for tactical asset allocation, said "mounting inflation pressure" and its impact on central bank policy is another area the team...
More launches planned for 2019
Assessing the impact of the vote
Annual Mansion House speech
Knockout contest by measuring each country's growth forecast
Added to MSCI Emerging Markets index