Latest / Equity Mates Investing Podcast
Ask an Adviser: The news rules of portfolio construction - Daniel Kelly | Viola Private Wealth
The 60/40 portfolio has been a bedrock of portfolio construction since Harry Markowitz developed it in the 1950s. Today's guest thinks we need to update our thinking. Daniel Kelly is the Chief Investment Officer of Viola Private Wealth.
In today's episode we discuss:
Navigating this volatile moment in markets
Capitalising on market downturns
Updated rules of portfolio construction
Manager selection and red flags
Trends in new funds coming to market
Read Daniel's recent paper on Alts here
Interested in speaking to the team at Viola Private Wealth or another of our hand-picked financial…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.