The UK Investor Magazine was thrilled to welcome David Storm, Chief Investment Officer for British Isles and Asia at RBC Wealth Management.
David provides a comprehensive assessment of the global economy before discussing RBC’s approach to capital allocation.
We start with an exploration of the current macro environment and discuss how deglobalisation is impacting growth due to supply-chain disruptions and increasingly hostile trade relations.
This leads us into the inflationary environment and David explains why he thinks market expectations may be disconnected from reality as we move towards the end of the tightening cycle.
We finish with a look at specific asset classes and equity sectors gaining the attention of RBC’s Multi-Asset portfolio managers.
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