In this insightful interview, James Mee, co-head of Multi-Asset Strategies and manager of the Waverton Multi-Asset Income fund, discusses the evolving economic landscape, focusing on the US's Goldilocks scenario of low inflation and moderate growth. James details how US growth has stayed consistent with this narrative, supported by a healthy consumer sector and low unemployment rates. However, he points out challenges such as a manufacturing recession and rising bankruptcies. The conversation also covers the outlook for Europe and the UK and its impact on their portfolio. James emphasises a bottom-up investment approach, highlighting specific holdings in UK and European markets. Additionally, we cover the fund's allocation to alternatives and the outlook for the latter half of 2024, considering potential rate cuts and political developments.

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