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The Permanent Wealth Podcast 02: Ed Margot of FE Invest

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Manage episode 287436878 series 2888103
内容由Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson提供。所有播客内容(包括剧集、图形和播客描述)均由 Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

My discussion today is with Ed Margot, Investment Strategist at FE Invest. FE Invest have nearly £4 Billion under management for clients.

The unique aspect about Ed is the way he describes the mathematical and historical approach that FE use to manage portfolios.

In a fascinating and really insightful conversation, Ed and I cover the following:

How higher amount of equity risk actually provides a lower amount of total risk, contrary to popular (and the regulator’s) opinion

The importance of equities in retirement portfolios.

How to use Bonds to generate returns in a Balanced portfolio.

Why Gilts are not dead and how they favour them over Corporate Bonds.

And make sure to listen to the end, where Ed describes how investment returns are not necessarily generated by asset class, but really by the underlying investments.

I hope you enjoy my discussion with Ed Margot of FE Invest.

  continue reading

37集单集

Artwork
icon分享
 
Manage episode 287436878 series 2888103
内容由Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson提供。所有播客内容(包括剧集、图形和播客描述)均由 Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

My discussion today is with Ed Margot, Investment Strategist at FE Invest. FE Invest have nearly £4 Billion under management for clients.

The unique aspect about Ed is the way he describes the mathematical and historical approach that FE use to manage portfolios.

In a fascinating and really insightful conversation, Ed and I cover the following:

How higher amount of equity risk actually provides a lower amount of total risk, contrary to popular (and the regulator’s) opinion

The importance of equities in retirement portfolios.

How to use Bonds to generate returns in a Balanced portfolio.

Why Gilts are not dead and how they favour them over Corporate Bonds.

And make sure to listen to the end, where Ed describes how investment returns are not necessarily generated by asset class, but really by the underlying investments.

I hope you enjoy my discussion with Ed Margot of FE Invest.

  continue reading

37集单集

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