Summary

In this short bonus episode of the Eclipsewealth Podcast, host Max Weatherby is re-joined by guests Nick Marshall and James Clark to discuss the role of asset allocation in the effective management of investment portfolios. They explain the different asset classes and how they can be deployed to manage both risk and return for client portfolios.

Takeaways

Asset Allocation is an important source of return over time

Strategic asset allocation can help smooth returns in challenging markets.

Diversification is crucial to mitigate risks in investing.

Investing is a long-term commitment, not a short-term game.

Professional advice can guide first-time investors in their decisions.

Chapters

01: 28 Definition of Asset Allocation

02:00 How managers add value through asset allocation

05:02 The various asset classes

05:48 Fixed Income

07:48 Alternatives like Gold

09:22 Commercial Property & infrastructure assets

10:20 Structured products

11:59 importance of independent advice

Useful links:

Connect with Max Weatherby on LinkedIN

Connect with James Clark on LinkedIN

Connect with Nick Marshall on LinkedIN

Visit the Eclipse Wealth Podcast website