14 min
It's not that easy being green The Asset Allocator Podcast
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- Investing
This week Asset Allocator contributor David Thorpe is once again flying solo, as Dave Baxter finds something better to do, but he is joined by Stuart Clark, manager of Quilter's Wealthselect portfolio range.
Quilter's Wealthselect range has recently expanded to include an ESG version, so David and Stuart discuss the challenges of building an ESG portfolio, how to avoid over-exposed to growth and how he uses thematic funds.
They also discuss why Stuart was "right for the wrong reasons" when he recently dialled down the equity exposure and increased bond and alternatives exposure in the broader Wealthselect range, and why he is planning to "sit tight" for now rather than make any further changes.
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 Asset Allocator contributor David Thorpe is once again flying solo, as Dave Baxter finds something better to do, but he is joined by Stuart Clark, manager of Quilter's Wealthselect portfolio range.
Quilter's Wealthselect range has recently expanded to include an ESG version, so David and Stuart discuss the challenges of building an ESG portfolio, how to avoid over-exposed to growth and how he uses thematic funds.
They also discuss why Stuart was "right for the wrong reasons" when he recently dialled down the equity exposure and increased bond and alternatives exposure in the broader Wealthselect range, and why he is planning to "sit tight" for now rather than make any further changes.
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.
14 min