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...
The outperformance of emerging markets that began in January 2016 and extended through the rest of that year and 2017 has continued in the first months of 2018. Perhaps the most important driver behind this sustained strength - the first consecutive years...
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