Industry commentators discuss which are the best asset classes for ISA money over the next 12 months.
Simon Ellis, managing director, Legal & General Investments Global macro -themed funds After the financial crisis of 2008, we have seen a breakdown of traditional investor assumptions, and much greater volatility. The issues of sovereign debt, notably throughout the eurozone, and fragile confidence across the global economy are unlikely to be resolved swiftly or smoothly. Over the last couple of years, relative investment success has been driven more by timing when to be ‘risk-on’ or ‘risk-off,’ and getting the macro calls right is key. There is little reason to believe that wil...
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