Alan Dunne is joined today by Elizabeth Burton to discuss managing a public fund versus a private fund, the challenges to those invested in the traditional 60 / 40 portfolio, the current outlook for inflation, performing above expectations, how to re-position a portfolio for higher expected inflation, fixed income versus real assets, categorising asset classes effectively, the limits of mean variance optimisation, using historical perspectives as an input into current decision-making, difficulties in the manager selection process, and how to simplify complex ideas in order to communicate more efficiently.
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In this episode, we discuss:
- The outlook for inflation
- Achieving high performance consistently
- How to re-allocate a portfolio accordingly
- Mean variance optimisation
- Whether this time is different
- Selecting the right manager
- Simplifying complexity for better understanding
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Episode TimeStamps:
00:00 - Intro
03:30 - Elizabeth’s background and history in the investment world
04:55 - Elizabeth’s perspective on today’s markets
06:52 - Managing a public fund versus a private fund
08:14 - Performing above expectations
09:38 - The current outlook for inflation
11:31 - How to re-position a portfolio for higher expected inflation
13:57 - Fixed income versus real assets
14:51 - Categorising asset classes effectively
19:56 - The limits of mean variance optimisation
21:59 - Using historical perspectives as an input into current decision-making
24:09 - Whether this time really is different
25:25 - Difficulties in the manager selection process
28:35 - Choosing between macro and systematic investors
30:08 - The pitfalls of investing with macro traders
32:40 - Investing in a manager who includes crypto in their portfolio
34:34 - Allocating between systematic and discretionary managers
36:45 - How to screen for a good money manager
40:44 - How to respond when a manager is underperforming
43:48 - Process over outcome
47:04 - Working with consultants
52:27 - Lessons from a leadership coach
57:00 - Simplifying complex ideas for better communication
01:00:28 -Advice for aspiring allocators
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