Portfolio Adviser

Informações:

Synopsis

An in depth look at the world of wealth management, covering everything from asset allocation and portfolio construction to technology and distribution.

Episodes

  • PA Podcast No. 26 Alan Higgins

    23/02/2017 Duration: 24min

    Alan Higgins, UK CIO at Coutts, discusses currency, his 100-year Mexican bond, and reveals the “big time” growth manager he continues to hold in his portfolios.

  • PA Podcast 25 - Michael Grady

    16/02/2017 Duration: 24min

    Michael Grady, senior economist and strategist at Aviva Investors, discusses how he goes about finding the right asset allocation signals through the Trumped-up geopolitical noise.

  • PA Podcast 24 - David Jane

    09/02/2017 Duration: 24min

    David Jane, head of multi-asset at Miton discusses why getting currency calls correct remains key, how he is thinking about duration and how he is allocating to real assets.

  • PA Podcast 23 - Lee Robertson

    02/02/2017 Duration: 24min

    This week, Investment Quorum CEO, Lee Robertson discusses how to avoid managers that have lost their mojo, why he still likes the US and how to use technology to grow one's client base.

  • PA Podcast 22 - Jonathan Polin

    26/01/2017 Duration: 22min

    Sanlam UK Group CEO, Jonathan Polin discusses the future of wealth management, the importance technology and lays out the case for vertical integration.

  • PA Podcast 21 - David Riley

    19/01/2017 Duration: 22min

    David Riley, head of credit strategy at BlueBay Asset Management discusses regime change, the risk benefits of reflation, and the dangers lurking in duration.

  • PA Podcast 20 - John Husselbee

    13/01/2017 Duration: 24min

    John Husselbee, head of Liontrust's multi-asset team joins us for the first podcast of the year to talk expectations for 2017, the case for bond allocations and why it might be time to reassess absolute return.