53 min
PM Nelson Arruda The Invested
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- Investing
In Episode 3 Matt sits down with Nelson Arruda, Lead Portfolio Manager of the Mackenzie Multi-Asset Strategies Team. They discuss the importance of asset allocation, why diversification is important and somewhat understood, and Nelson's take on the current market environment. Nelson also talks about value, macro and sentiment and how these factors drive all asset classes.
Matt concludes the podcast by getting Nelson's recommendations for books, podcasts, and where to eat.
In Episode 3 Matt sits down with Nelson Arruda, Lead Portfolio Manager of the Mackenzie Multi-Asset Strategies Team. They discuss the importance of asset allocation, why diversification is important and somewhat understood, and Nelson's take on the current market environment. Nelson also talks about value, macro and sentiment and how these factors drive all asset classes.
Matt concludes the podcast by getting Nelson's recommendations for books, podcasts, and where to eat.
53 min