There is an ongoing debate at the moment between those who are proofing against inflation, and those who are proofing against a recession. Can portfolio managers do both at the same time?
This week Dave Baxter, funds editor on the Investors Chronicle, and David Thorpe, investment editor on FTAdviser, are joined by Olivia Geldenhuys, investment director at Schroder Investment Solutions, to discuss this and whether the 60/40 portfolio is back (if indeed it ever went away).
They also discuss the thorny issue of timing an exit from a fund.
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.