Investment Themes

  • July 2019

  • Mark Burgess Deputy Global Chief Investment Officer and Chief Investment Officer, EMEA

In this month’s Investment Themes video, Mark Burgess, Deputy Global Chief Investment Officer and Chief Investment Officer, EMEA, discusses:

  • Late-cycle behaviour
  • Recession fears
  • The return of QE
  • Current equity and bond valuations
  • National and corporate debt
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