Identifying return prospects in a fragile environment

This article is part of
Investing in multi asset strategies

Owning credit, equity dividends and currencies remains attractive but should be targeted rather than indiscriminate.

Vincent McEntegart is a multi-asset investment manager at Kames Capital

Key figures

Zero - Number of pro-growth corporate tax reforms passed by US president Donald Trump

12.8% - Reduction in the yield on a 10-year US Treasury year-to-September 1

7.6% - 2017 volatility for a 60/40 portfolio in global equities and global bonds

March 2019 - Date the UK is expected to withdraw from the European Union