This is for investment professionals only. In this podcast, Mayank Markanday, CFA senior investment manager, Sheldon MacDonald , CFA Deputy CIO and Avni Thakrar, CFA senior product specialist, discuss Architas’ latest tactical asset allocation views. ​​​​​​​ In the November update they cover our overall view of our tactical asset allocation including why we have moved from a moderately underweight in UK equities to neutral.  We dig into our thoughts on the US and why we see the US Federal Reserve cuts as the biggest driver of the reversal and fortune for US equities. And what areas of fixed income we like and why. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Multi-Manager Limited ("Architas"). Architas is a company registered in England No. 06458717, registered office: 5 Old Broad Street, London, EC2N 1AD. Architas Multi-Manager Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register: register.fca.org.uk/ number 477328. These materials are not intended for audiences in the United States of America.