James Mee: Why multi-asset?

<p>James Mee is a Fund Manager and Asset Allocation Committee member at Waverton. In this episode, he joins Doug to discuss the benefits of multi-asset investing, his views on geopolitics as well as his current fund positioning. They also discuss the battle between structural and cyclical forces in the the recent pick-up of inflation.&nbsp;</p><br><p>LinkedIn:</p><p>Doug Barnett – <a href="https://www.linkedin.com/in/douglas-barnett-a475b820/" rel="noopener noreferrer" target="_blank">https://www.linkedin.com/in/douglas-barnett-a475b820/</a> &nbsp;</p><p>James Mee – <a href="https://www.linkedin.com/in/james-mee-cfa-74342828/" rel="noopener noreferrer" target="_blank">https://www.linkedin.com/in/james-mee-cfa-74342828/</a> </p><br><p>For further information on any of the topics discussed in the episode please head to our website at <a href="http://www.waverton.co.uk/" rel="noopener noreferrer" target="_blank">www.waverton.co.uk</a>. </p><br><p><em>This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285.&nbsp;Authorised and Regulated by the Financial Conduct Authority.&nbsp;</em></p><br><p><em>The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording.&nbsp;This podcast should be used as a guide only is based on our current views of markets and is subject to change.</em></p><br><p><em>The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.</em></p><br><p><em>Where Waverton’s advice is given it is restricted to discretionary investment manageme