How to build more resilient portfolios
About this episode
The episode discusses building resilient portfolios with insights from Ed Cole on diversification and inflation impacts.
With fresh opportunities emerging across equities, fixed income, and alternative assets, where should investors be focusing? That's the question Asset Allocator's Aamina Zafar and David Thorpe put to Ed Cole, equity strategist at Man Group. Ed discusses diversification and how inflation may hit portfolios this year, with the things that asset managers need to be aware of when building their portfolio. He also explains his thoughts on fixed income and what a defensive equity allocation currently looks like. The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter . Hosted on Acast. See acast.com/privacy for more information.
People in this episode
Hosts: Aamina Zafar, David Thorpe
Guest: Ed Cole
Topics covered
- portfolio resilience
- equities
- fixed income
- alternative assets
- diversification
- inflation
- defensive equity allocation
Keywords
- resilient portfolios
- investment strategies
- equity strategist
- inflation
- fixed income
- diversification
- asset management
Mentioned in this episode
Organizations: Man Group
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