Offence or defence in multi-asset portfolios?

Signals of where we stand in the economic cycle are distorted as the global economy emerges from the unprecedented combination of a global pandemic plus massive quantitative easing and fiscal stimulus. Listen to this Talking Heads podcast with Mark Richards, Head of Flexible & Absolute Return portfolios in the Multi-Asset and Quantitative Solutions (MAQS) team, and Chief Market Strategist Daniel Morris as they evaluate what matters currently in positioning multi-asset portfolios. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/  Download the Viewpoint app: https://onelink.to/tpxq34  Follow us on LinkedIn: https://bnpp.lk/am  Hosted by Ausha. See ausha.co/privacy-policy for more information.