Robert Swift on EQ versus IQ, measuring risk, global opportunities and macro themes

Robert Swift is the Head of Global Equity Strategy at Tamim Investment Management. Robert recently sat down with Owen Rask to talk about macro risks, threats and opportunities.

In this episode of The Australian Investors Podcast, Owen & Rob talk to:

• Quantitative versus qualitative risk
• High conviction versus humility
• Inflation
• EQ versus IQ

Episode resources:

• Tamim website
• Robert Swift's Global High Conviction fund
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The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

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