In this podcast, Mayank Markanday, CFA senior investment manager, and Avni Thakrar, CFA senior product specialist, discuss Architas’ latest tactical asset allocation views. In the September update, they cover our fixed income asset allocation changes, the rationale behind our defensive stance, the market’s current risk factors and what this means for the rest of the year. This podcast is intended for investment professionals, and shouldn’t be shared with a non-professional audience. Our monthly tactical asset allocation update is your guide to Architas’ markets and macro research output. This is where we will discuss the main changes to our short term investment outlook and any risks on the horizon on an asset class basis.