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Will Hobbs, Head of Investment Strategy, UK and Europe, talks to Nick Montgomery, Portfolio Manager, about how markets and portfolios have done over the summer.

After a volatile start to the year, Nick has observed risk assets continue to make progress, with relatively subdued volatility. He has witnessed the US industrials and technology sectors beating earnings estimates for the second quarter, and views this as encouraging for the corporate profit cycle.

Nick has been reducing some of the alternative investments held in portfolios and has been re-investing the proceeds into corporate bonds as a result of the annual Strategic Asset Allocation review. He has maintained a tactical overweight to risk assets, principally developed market equities and high yield bonds.

Download the graphs referred to [PDF, 39KB]

This video is intended for existing Discretionary Portfolio Management clients of Barclays. This video does not constitute a recommendation or advice of any kind.