About this episode

Ed Cole discusses the implications of AI and globalization on investment strategies and portfolio management.

Despite agreeing that AI is likely as transformative as its proponents argue, Ed Cole, head of multi-strategy equities at Man Group, believes it’s too early to understand whether there’s a bubble. Meanwhile, the growing backlash against globalization and an effort to reshore means traditional 60/40 portfolios are at risk of becoming outdated. He says a reallocation of assets across gold, small caps and liquid alternatives could be essential to keep up with a changing macro environment.  See omnystudio.com/listener for privacy information.

People in this episode

Host: Merryn Somerset Webb

Guest: Ed Cole

Topics covered

• portfolio management
• AI impact
• globalization backlash
• investment strategies
• asset allocation

Keywords

• portfolio
• AI
• globalization
• investment
• asset allocation
• gold
• small caps
• liquid alternatives

Mentioned in this episode

Organizations: Man Group, Bloomberg

Products: AI, gold, small caps, liquid alternatives

Places: globalization, macroeconomic environment

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