"We get this really nice balance between a big allocation to bonds, nice and steady, less volatile returns, and then greater exposure to some of the more interesting, high growth areas of the equity market."
Having recently celebrated the 10th anniversary of the Aegon Diversified Monthly Income fund, the fund's manager, Vincent McEntegart, joined Jock Glover on this week's episode to share what he has learned over the last decade, and why investor expectations keep him up at night. In this 20-minute episode, Vincent and Jock also discuss how the shift in the bond markets is reflected in the portfolio, and why this has opened the door to some interesting equity exposure.
Don't have time to listen to the full episode, jump to your favourite part:
This was recorded on Tuesday 20th February. This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.
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