Can a portfolio ride out every bump?

This week saw the launch of Shard Capital's 'permanent portfolios' which shun the traditional 60:40 model to create a proposition to protect against major drawdowns that could result from macroeconomic and geopolitical turmoil. Dave Baxter and Joseph Wilkins discuss these portfolios and whether it is possible to create a single solution which rides out every bump. They also discuss whether increased volatility is something investors will just have to learn to live with, reflecting on recent commentary in Asset Allocator by historian Russell Napier The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions. To receive the Asset Allocator email in your inbox for free, sign up here. Hosted on Acast. See acast.com/privacy for more information.