Understanding where economies are in the business cycle can offer extra insights to multi-asset investors, explains Cazenove Capital head of discretionary fund management Nick Georgiadis in this video interview.
Speaking to Professional Adviser editor Julian Marr in the above video, Georgiadis (pictured) notes that a multi-asset approach to investing should focus on producing the best returns for clients for the lowest possible risk. "This involves developing an expertise in investments beyond the more conventional areas of equities and bonds," he continues. "So it is also important to understand where various economies are within the business cycle." This, he goes on to explain, is because different asset classes, and also different sectors within equity markets, perform differently at the e...
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