Ep 49: Portfolio construction in the decade of uncertainty

Our host Emily Barlow (Evidentia Group) is joined by Ritesh Prasad (Colonial First State) to discuss: How the CFS multi-asset team builds portfolios, and why it's "multi-asset" rather than "multi-manager"What five years of market, policy and geopolitical change means for portfolio constructionHow a risk lens shapes day-to-day portfolio construction, and how active, quant and passive tools are chosen across asset classesWhether concentration in index-driven markets should push passive and quant into a bigger core role, or give investors pause