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The Permanent Wealth Podcast 02: Ed Margot of FE Invest
Manage episode 287436878 series 2888103
Kandungan disediakan oleh Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
My discussion today is with Ed Margot, Investment Strategist at FE Invest. FE Invest have nearly £4 Billion under management for clients.
The unique aspect about Ed is the way he describes the mathematical and historical approach that FE use to manage portfolios.
In a fascinating and really insightful conversation, Ed and I cover the following:
How higher amount of equity risk actually provides a lower amount of total risk, contrary to popular (and the regulator’s) opinion
The importance of equities in retirement portfolios.
How to use Bonds to generate returns in a Balanced portfolio.
Why Gilts are not dead and how they favour them over Corporate Bonds.
And make sure to listen to the end, where Ed describes how investment returns are not necessarily generated by asset class, but really by the underlying investments.
I hope you enjoy my discussion with Ed Margot of FE Invest.
37 episod
Kongsi
