In this discussion, Chris Clothier, Co-CIO of CG Asset Management, shares his expertise on the role of inflation-linked bonds in portfolio construction. He delves into their advantages and risks, emphasizing how they provide inflation protection during economic downturns. The conversation also touches on macroeconomic trends reshaping strategies, the implications of globalization's end, and how historical connections to inflation can inform today's investing. Clothier’s insights are invaluable for anyone looking to navigate the complexities of modern finance.

Learn about the importance of solid property management in real estate investing and how it can maximize property performance and value. Explore common complaints from rental residents and discover three key principles for effective property management: valuing residents, maintaining consistency, and attention to details.

James Cook, fund manager at J.P. Morgan Global Growth and Income, and Chris Clothier, co-CIO at CG Asset Management, discuss sustaining outperformance, enhanced income approach, global economy outlook, valuation spread, US 'Super Seven', UK market, bond market, risk assets, impact of elections, alternatives sector, derating course, and commercial property sector in this Weekly Investment Trusts Podcast.