Ask an Adviser: The news rules of portfolio construction - Daniel Kelly | Viola Private Wealth

The 60/40 portfolio has been a bedrock of portfolio construction since Harry Markowitz developed it in the 1950s. Today's guest thinks we need to update our thinking. Daniel Kelly is the Chief Investment Officer of Viola Private Wealth. In today's episode we discuss: Navigating this volatile moment in markets Capitalising on market downturns Updated rules of portfolio construction Manager selection and red flags Trends in new funds coming to market Read Daniel's recent paper on Alts here Interested in speaking to the team at Viola Private Wealth or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with one of our advisers. —------ Want to get involved in the podcast? Record a voice note or send us a message —------ Want more Equity Mates? However you want to learn about investing - we’ve got you covered. We’re particularly excited to share our latest show: Basis Points Listen to the podcast (Apple | Spotify) Watch on YouTube Read the monthly email —------ Looking for some of our favourite research tools? Download our free 4-step stock checklist Find company information on TIKR Screen the market with GuruFocus Research reports from Good Research Track your portfolio with Sharesight —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.