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Relative Return: Optimising portfolio construction decisions

An episode of the Wealth Management Podcast Network podcast, hosted by Momentum Media, titled "Relative Return: Optimising portfolio construction decisions" was published on November 23, 2023 and runs 19 minutes.

November 23, 2023 ·19m · Wealth Management Podcast Network

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In this episode of Relative Return, host Charbel Kadib speaks to Steven Tang and Damien Hennessy of Zenith Investment Partners about portfolio construction and asset allocation.

Listen as they discuss:

  • Is portfolio construction an art or science?
  • The importance of selecting the right blend of products for different portfolios.
  • Rebalancing portfolios to perform in different market environments.
  • Being "cycle aware" with asset allocation and watching the signals.
  • The role of strategic versus dynamic asset allocation.
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