PA Portfolio: What are the biggest risks facing investors in H2?

What are the biggest risks facing investors in H2?

clock • 8 min read

Multi-asset experts tell Maria Merricks what investors should be particularly mindful of as we enter the second half of the year.

  James McDaid, investment manager, GAM There are several clouds gathering over the investment world; some darker than others. The most imminent risks are the situation in the Middle East and the political chess match that Vladimir Putin is playing with Ukraine. Depending on how they develop, both of these situations have the potential to cause supply issues on global gas and oil markets, which could dent investor confidence in what is an unbalanced - and somewhat tepid - global economic recovery. The speed with which ISIS has captured cities in the north west of Iraq, and made it...

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