Markets with Mike

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Mike Bell

Head of Market Strategy, RBC BlueBay Asset Management

 

Mike is responsible for providing comprehensive analysis of the global economy and delivering actionable market insights across all investment asset classes to clients, prospects and the media.


Before joining the company, Mike was Global Market Strategist at J.P. Morgan Asset Management, where he also led an international team of investment specialists. In his role, as Global Market Strategist, he spent most of the last decade providing global economic and market analysis to clients and the media. He started his career on the Economics and Asset Allocation team at a private bank in London, managing multi-asset portfolios. 

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How diversified is your portfolio?

This month, Mike delves into the question most investors ask themselves – is my portfolio truly diversified, and how would it perform if today’s biggest market winners became tomorrow’s biggest losers?

Mike shares his perspective on portfolio diversification, the potential risks of concentrated positions, and how investors may think about building resilience across a range of economic and market conditions.

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