26 min
Cash in the attic The Asset Allocator Podcast
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- Investing
This week David Coombs, head of multi-asset investments at Rathbones, has a chat with Asset Allocator writers Dave Baxter and David Thorpe about the larger-than-average cash holdings his portfolios have tended to have and how it is part of his approach to managing risk.
They also discuss his decision last year to reduce his exposure to technology, why he is investing in agriculture, and how inflation is making it a tricky time to enter the commodity market.
The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
Hosted on Acast. See acast.com/privacy for more information.
This week David Coombs, head of multi-asset investments at Rathbones, has a chat with Asset Allocator writers Dave Baxter and David Thorpe about the larger-than-average cash holdings his portfolios have tended to have and how it is part of his approach to managing risk.
They also discuss his decision last year to reduce his exposure to technology, why he is investing in agriculture, and how inflation is making it a tricky time to enter the commodity market.
The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
Hosted on Acast. See acast.com/privacy for more information.
26 min