James Athey appears on Trader TV

Marlborough Global Bond Co-Manager James Athey has appeared on Trader TV sharing his views about where we stand in the economic cycle and explaining why the fund is defensively positioned.

James also discusses valuations on artificial intelligence-related stocks, making a comparison with the 19th Century gold rush, and expresses scepticism about the ‘Trump trades’ that have pushed equity markets higher since the US election result.

‍

You can watch his appearance here

‍

‍

This communication is provided for general information purposes only and should not be construed as personal financial advice to invest in any fund or product. These are the investment manager’s views at the time of writing and should not be construed as investment advice. The opinions expressed are correct at time of writing and may be subject to change. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.

‍