Steve Brice

“Therefore, we argue for investors to have a more diversified portfolio by increasing their allocation to other areas of equities — such as developed market financials and euro area industrials — and ensuring portfolios are buffered by allocations to both bonds, gold and other alternative asset classes where possible.”

Steve Brice · said date not stated · reported 2026-08-22

Steve Brice advocated for wider diversification across equity sectors and alternative asset classes.

“While the former has been very profitable, the latter is sub-optimal in our opinion as this area is likely to see purchasing power being eroded,”

Steve Brice · said date not stated · reported 2026-08-22

Steve Brice cautioned against holding excessive cash as part of a barbell strategy.