Building business cycle analysis into multi-asset - Nick Georgiadis

Third of five videos with Cazenove Capital’s DFM team

Victoria McKeever
clock • 1 min read

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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Managed solutions

Chris Justham: To wrap or not to wrap?

Chris Justham: To wrap or not to wrap?

In the words of Wu-Tang: 'Listen. The money's all that matters.'

Chris Justham
clock 19 November 2024 • 3 min read
Reliance on others: The key to reducing risk and improving compliance

Reliance on others: The key to reducing risk and improving compliance

Key differences between reliance on others and agent as client

Nick Walker
clock 01 August 2024 • 3 min read
The top recommended MPS investments so far this year

The top recommended MPS investments so far this year

Defaqto data shows change in the top ten

Jen Frost
clock 23 July 2024 • 2 min read