In this month’s episode of Wealth DFM Talk, we’re focusing on portfolio construction, looking at how advisers make their decisions in relation to market uncertainty and volatility.
Joining us is Lisa Wang, senior vice president and Head of EMEA Investment Strategy for Franklin Templeton Investment Solutions. Together, we zero in on portfolio construction, discussing where, why and how adjustments might be made across different market regimes.
Lisa also outlines how advisers balance top-down macro views with bottom-up security selection, along with the element of risk when managing portfolios.
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