Portfolio Adviser

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An in depth look at the world of wealth management, covering everything from asset allocation and portfolio construction to technology and distribution.

Episodes

  1. PA Podcast 25 - Michael Grady

    02/16/2017

    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.

    24 min
  2. PA Podcast 24 - David Jane

    02/09/2017

    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.

    25 min
  3. PA Podcast 23 - Lee Robertson

    02/02/2017

    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.

    25 min
  4. PA Podcast 22 - Jonathan Polin

    01/26/2017

    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.

    22 min
  5. PA Podcast 21 - David Riley

    01/19/2017

    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.

    22 min
  6. PA Podcast 20 - John Husselbee

    01/13/2017

    PA Podcast 20 - John Husselbee

    John Husselbee, head of Liontrust's multi-asset team joins us for the first podcast of the year to talk expectations for 2017, the case for bond allocations and why it might be time to reassess absolute return.

    25 min
  • 6 Episodes

About

An in depth look at the world of wealth management, covering everything from asset allocation and portfolio construction to technology and distribution.

Information

  • Creator
    Last Word
  • Years Active
    2016 - 2017
  • Episodes
    6
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Portfolio Adviser