A lot of the talk relating to changes in monetary policy rotate around their effect on bonds and equities, but this week we have a chat with Bill Dinning, chief investment officer at Waverton, who is paying keen attention to the effect they will have on real assets.
We spoke to Dinning about why he is seeing an opportunity in real assets, how he's adjusting his fixed income allocations and why he's particularly keen on investment trusts at the moment.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
It is available on Spotify, Apple Podcasts, Google Podcasts, Acast and most other major podcast platforms.
