Stephen Lingard talks about why the return of volatility is heralded by active investors.
"If I was managing an ETF portfolio, I would probably have concerns about a changing regime – a lot of what has worked worked over the last few years has been because of high stock correlations, sector correlations, and even cross-country correlations," says Lingard.
Stephen Lingard is senior multi-asset fund professional directly responsible for managing over C$10 billion in AUM across multiple strategies in Canada and offshore for Franklin Templeton Multi-Asset Solutions.
He has a diverse skill set in research, strategy, asset allocation, portfolio construction and risk management as well as extensive experience with retail and institutional clients globally. He is also a regular contributor to financial media in Canada and Asia.
Insight is Capital™ Podcast