On today’s episode, Alan Dunne is joined by Alan Higgins, the CIO and Chief Market Strategise of Coutts UK, also known as the Queens Bank, to discuss sound ways to invest in today’s environment, Alan’s interest at an early age in how to earn a risk premium, being a 60/40 investor and how the strategy will evolve, asset management vs. wealth management, distressed debt investing, behavioural biases, inflation, equity and interest rates, as well as the Yale Approach finishing off with some book recommendations on asset allocation and investing.
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In this episode, we discuss:
- What the 60/40 portfolio will look like in the next decade
- The surprise of markets ability to trend
- The value of Risk Mitigation, but how it’s not enough
- Insights to the inflationary period in the UK under Nigel Lawson
- Why this time feels different
- Lessons from the 1987 Crash
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Episode TimeStamps:
00:00 - Intro
03:05 - Alan’s background and current role
04:44 - Risk premium and fixed income
24:33 - Setbacks and drawdowns
26:45 - Inflation
35:06 - Interest rates, bonds and dividends
43:22 - Asset allocation and portfolio construction
46:18 - Alan’s role at Eighteen48 Partners
48:33 - David Swensen and the Yale Approach
50:15 - Risks of private equity strategies
52:16 - Good vs. bad investment processes
55:00 - Managing investment teams
56:52 - Book recommendations
01:01:06 - Summary by Niels
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