Jonathan Cunliffe, Head of Investment at JM Finn ($11B AUM) warns of the US fiscal stance! | EP5
In this episode, Jonathan Cunliffe, Head of Investment Office at JM Finn, joins Hugo Raffard and Murathan Berk to explore the complexities of multi-asset investing. They delve into the importance of understanding economic cycles, the impact of geopolitical tensions, and the strategies needed to navigate volatile markets while maintaining a focus on long-term value.