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Leifbridge Podcast

Insight into the Shard Capital Group's Investment Process

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29:03
https://shardcapital.com/wp-content/uploads/2024/02/GIC-31st-Feb-24-1.mp3
Truemuzic
New York Vibe

On a monthly basis, Shard Capital’s Global Investment Committee (GIC) get together to review their macroeconomic factor quadrant which set the base of asset allocations across the various functions at Shard Capital.

In this week’s podcast, our Head of Investment Research, Ernst Knacke, and founder of LeifBridge Investment Services, Neil Williams discuss the latest data to come out of the GIC that guides their views on economic growth, inflation, and asset classes.

The duo also shares insights on the changing economic cycle, the potential implications of inflation, the impact of central bank policies, and the importance of risk management in portfolio construction.

https://shardcapital.com/wp-content/uploads/2024/02/GIC-31st-Feb-24-1.mp3
Truemuzic
New York Vibe

LeifBridge Investment Services, 51 Lime Street, London, EC3M 7DQ

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LeifBridge, is a trading name of Shard Capital Partners LLP, which is authorised and regulated by the Financial Conduct Authority (Reference Number: 538762).
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