Wealth DFM Talk
Wealth DFM Talk
Podcast Description
Wealth DFM Talk is the monthly podcast for UK wealth managers and DFMs.
Each month, we chat with leading voices in the industry exploring market movements, macro trends and how the latest thinking is impacting portfolio construction, risk and return.
Podcast Insights
Content Themes
The podcast focuses on market movements, macro trends, and the implications for portfolio construction, risk, and return. Specific episode examples include a deep dive into global market conditions with prominent figures like Columbia Threadneedle Senior Economist Anthony Willis, addressing topics such as US-China trade relations and opportunities in UK equities.
Wealth DFM Talk is the monthly podcast for UK wealth managers and DFMs.
Each month, we chat with leading voices in the industry exploring market movements, macro trends and how the latest thinking is impacting portfolio construction, risk and return.
In this month’s episode of Wealth DFM Talk, we’re focusing on portfolio construction, looking at how advisers make their decisions in relation to market uncertainty and volatility.
Joining us is Lisa Wang, senior vice president and Head of EMEA Investment Strategy for Franklin Templeton Investment Solutions. Together, we zero in on portfolio construction, discussing where, why and how adjustments might be made across different market regimes.
Lisa also outlines how advisers balance top-down macro views with bottom-up security selection, along with the element of risk when managing portfolios.
Disclaimer
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