Relative Return: Optimising portfolio construction decisions
![image](https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/s--WPJgtrdM--/c_fill%2Cf_webp%2Cg_center%2Ch_480%2Cw_855/v1/Money%20Management/steven-tang-and-damien-hennessy-center-mm_nk7o6y.jpg?itok=tcFZzBhR)
![image](https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/s--WPJgtrdM--/c_fill%2Cf_webp%2Cg_center%2Ch_480%2Cw_855/v1/Money%20Management/steven-tang-and-damien-hennessy-center-mm_nk7o6y.jpg?itok=tcFZzBhR)
In this episode of Relative Return, host Charbel Kadib speaks to Steven Tang and Damien Hennessy of Zenith Investment Partners about portfolio construction and asset allocation.
Listen as they discuss:
- Is portfolio construction an art or science?
- The importance of selecting the right blend of products for different portfolios.
- Rebalancing portfolios to perform in different market environments.
- Being “cycle aware” with asset allocation and watching the signals.
- The role of strategic versus dynamic asset allocation.
![Zenith Investment Partners](https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/s--joCvdRhq--/c_pad%2Cg_center%2Ch_130%2Cw_170/v1/Money%20Management/zenith-investment-partners-logo_ys2f2s.jpg?itok=7LSlSP4e)
Zenith Investment Partners is a leading investment research and managed account provider, with a 20-year track record of...
Recommended for you
In this episode of Relative Return, host Laura Dew speaks with Owen Murfin, investment officer and institutional fixed income portfolio manager at MFS Investment Management, to discuss opportunities in bonds amid potential rate cuts.
In this latest episode of Relative Return, host Maja Garaca Djurdjevic speaks with Justine Marquet, head of technical services at Allianz Retire+, to discuss the financial and emotional challenges that consumers face as they approach retirement.
In this week’s episode of Relative Return, host Laura Dew speaks with Jordan Cvetanovski, chairman and chief investment officer at Pella Funds Management, about running his own business, ESG, and global equities.
In this episode of Relative Return, host Keith Ford sits down with Mariana Paul, investment specialist for O’Connor and head of sales and distribution for South-East Asia at UBS Asset Management, to discuss alternative investments and hedge funds.
Add new comment