More of the same?
Will Hobbs, Head of Investment Strategy, UK and Europe, talks to Alastair Randall, Senior Portfolio Manager, about how markets and portfolios are faring post-Brexit.
Despite an uncertain period for markets, Alastair is pleased with how volatility has been managed across portfolios. Having taken some risk off the table prior to the UK’s EU referendum vote, Alastair has been encouraged to add risk back as markets have calmed, volatility has fallen and reasonable economic data has started to come through.
Alastair does not currently see excessive growth nor does he expect a recession. The remainder of the year is likely to reflect more of the same in terms of what we’ve seen over the last few years which should remain broadly supportive of our slightly overweight risk position.
Download the graphs referred to [PDF, 66KB]
This video is intended for existing Discretionary Portfolio Management clients of Barclays. This video does not constitute a recommendation or advice of any kind.