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‘Central banks have half of what they need…’

If they are going to stave off a recession, warns Fulcrum AM’s Graham Neilson


Kirsten Hastings

In this video, Graham Neilson, investment director at Fulcrum Asset Management, looks at how investors should respond to the uncertain outlook for equities and weak bond yields.

How can they find returns but also ensure they are sufficiently defended against market downturns?

Neilson goes on to talk about the “new world of rates and a new world in terms of questioning the efficiency of central banks”.


He has been with Fulcrum AM as an investment director since summer 2017. Before that he was the chief investment strategist at Cairn Capital for seven years. Between 2004 and 2010, Neilson worked at Credaris Portfolio Management where he was a partner and portfolio manager.

Prior to that, he worked at ABN Amro, HVB, Bear Stearns, BNP Paribas and Asia Equity where he started his career in Hong Kong in 1993. Neilson has a MA in Economics from University of St Andrews.