Anton Tagliaferro: Central banks are getting a little reckless
Anton Tagliaferro: Central banks are getting a little reckless . In this video Anton Tagliaferro from Investors Mutual 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. Tagliaferro explains how he is tackling this challenging backdrop as a value investor:
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