This week David Thorpe, contributing editor of Asset Allocator is joined by Will Thompson, portfolio manager at Pacific Asset Management, while Dave Baxter is off on his holidays somewhere more exciting than the Asset Allocator podcast studio.
Thompson tells us why and how he's preparing for a hard landing, how he's thinking of adjusting his bond holdings as we reach an interest rate "tipping point" and whether fixed income will continue to play an important role as ballast in portfolios given its volatility.
The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
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