What's the case for increasing exposure to the US?
Description
At times it might seem like Donald Trump's campaign slogan was actually "make markets volatile again". If so, he seems to have succeeded.
This week David Thorpe and Joseph Wilkins are joined by Nathan Sweeney, chief investment officer of multi-asset solutions at Marlborough.
They discuss navigating Donald Trump's role in the markets, why he's been adding to the US and Japan and the search for protection from volatility.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
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United States
