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Anton Tagliaferro on Livewire

Anton Tagliaferro shares his views on the macro economic backdrop and how it is influencing asset prices and ultimately his approach to investing today. “I think it is a little reckless for central banks, who are meant to be the pillar of monetary policy, who are meant to be the prudent guardians of the economy. They are being a little bit reckless in my opinion. When you see where the bond markets are trading and what is happening with asset prices I am not necessarily sure it’s a good thing.” Despite a steady rise in asset prices, there appears to be relative value on offer in equities. Anton explains how he is tackling this challenging backdrop as a value investor.