The manager of Rathbone Strategic Growth Portfolio focuses not only on returns, but also on risk and correlation. He uses a disciplined asset-allocation framework and a forward-looking assessment of correlation, risk and return, as the cornerstone of the investment process. Asset classes are then divided into three distinct categories – liquidity (those that can be bought and sold easily), equity risk and diversified.
Read more about Rathbone Strategic Growth Portfolio
What’s covered in this podcast:
- The outlook for equity markets in the second half of 2021 [0:11]
- An explanation of an ‘emerging market FX momentum certificate’ and how it is used in a portfolio [3:05]
- How Swiss pension fund buying creates pricing anomalies in the Swiss equity market [5:35]
- How you can make money from the volatility in inflation rate expectations [6:22]
- The manager’s views on alternative investments [7:02]
- Why Taylor Swift’s re-recording of her first five albums highlights the idiosyncratic risk with music royalties [8:02]
- Why the manager likes Nike and Shopify [9:51]
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