An in depth look at the world of wealth management, covering everything from asset allocation and portfolio construction to technology and distribution.
PA Podcast No. 26 Alan Higgins
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
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
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
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
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
David Riley, head of credit strategy at BlueBay Asset Management discusses regime change, the risk benefits of reflation, and the dangers lurking in duration.