Strategist Robin Griffiths on cyclical highs and lows
While the UK and French elections are grabbing all the market and media attention, the most important issue most investors face is to get their medium- and long-term asset allocation right – which means getting the right side of the underlying cycles that drive market behaviour beyond the noise and excitement of immediate political events.
Few market analysts are as well placed to make those judgments as Robin Griffiths, the Head of Multi-Asset Research at the ECU Group, who has been analysing the ups and downs of financial market cycles in the City for no fewer than five decades. In this wide-ranging podcast, the latest in the Money Makers series, editor Jonathan Davis asked him for his views on how each of the major asset classes are likely to develop from here, starting with the bond market – the key to everything else:
This podcasts is the latest in a series of free regular interviews with prominent figures in the investment world, brought to you by Money Makers. You can sign up here to be notified about the next podcasts in the series, which are free to air – or subscribe on iTunes and other podcast services. Jonathan Davis, the founder of Money Makers, is also the founder of Independent Investor, a sister publishing and newsletter business. An active professional investor, he is a Senior Adviser at Saunderson House, a Member of the Chartered Institute for Securities and Investments and the author of several books about professional investors. More details at www.independent-investor.com.
Robin Griffiths has been a member of ECU’s Global Macro Team for over 20 years and produces an in-depth monthly publication, Global Investment Roadmap , for them. He was Chief Strategist for HSBC Investment Bank for 20 years before becoming Head of Global Asset Allocation at Rathbones and then a director and strategist for Cazenove Capital Management. He is a committee member and former chairman of the International Federation of Technical Analysts and former chairman of the British Society of Technical Analysts.