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 advisers? Fill out the form on our website and we'll match you with one of our advisers.
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