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.
March 11, 2015
