

Inflation Protection Investing: How Canaccord and Hoxton Wealth Tackle the Turbulent 20s
14 snips Jun 20, 2025
Thomas Becket, Chief Investment Officer at Canaccord, brings over 20 years of experience in money management to the table. He discusses the importance of a balanced investment philosophy that aligns with clients' financial aspirations. Tom reveals why fixed income is gaining renewed interest and how diversification should work effectively. The conversation also touches on maintaining a long-term investment perspective amid market volatility and the value of partnerships in navigating turbulent times.
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Inflation-Plus Return Approach
- Achieving returns above inflation ensures clients can maintain or increase their spending power.
- Focusing on inflation-plus returns is central to successful portfolio management over decades.
Fixed Income's Renewed Appeal
- Fixed income is attractive again due to rising yields after a long period of minimal returns.
- This shift opens significant opportunities for investors in bonds and fixed interest assets.
Value of Global Diversification
- Diversifying globally and avoiding concentration in overvalued sectors protects portfolios.
- Leaning into unloved areas can uncover value and reduce risk in volatile markets.