16 July 2018, 15:25 GMT
"I'd like to see the market become a bit more frightened of what's going on," says Portfolio Manager Bill McQuaker in this month’s Rich Pickings, the podcast that puts you in the room of the monthly Asset Allocation Group debrief.
Host Richard Edgar, Editor in Chief, talks to Bill along with Markets Analyst Charlotte Harington, and Global Economist Anna Stupnytska about hard-to-read market sentiment and the growing seriousness of a trade war. We also hear CIO of Multi Asset James Bateman’s reading of what’s driving markets.
And the guests disclose their hot cakes and hot potatoes: the Mexican peso, emerging market equities, and semiconductors all feature - but in which category? Listen to find out.
And in case you missed last month's episode here it is again:
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