EPISODE · Nov 23, 2023 · 19 MIN
Relative Return: Optimising portfolio construction decisions
from Wealth Management Podcast Network · host Momentum Media
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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Relative Return: Optimising portfolio construction decisions
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