Seven minutes on Sarasin MPS JULY 2023
WATCH ON DEMAND
Higher interest rates mean that both corporate and government bonds are looking attractive once more after a difficult year.
Equities, on the other hand, should be watched cautiously as tech giants reach high valuations in the wake of AI excitement… and do alternatives still hold the value they once did?
Ben Gilbert, manager of the Sarasin Model Portfolios, takes us through the latest rebalancing and explains how we are positioned to capture the opportunities ahead.
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