Thinking Back: Looking Ahead At The Future Of Portfolio Construction

Presented by

Chris Marshall, Head of Investment Strategy at Dragon Investment Managers

About this talk

The world is always changing. As investment professionals, history is not just a rich resource of facts about the past, but also a medium through which we should examine why previous investment strategies, approaches and perspectives worked. Or didn’t. As part of BrightTALK’s series on ‘Thinking Back, looking forward’, Chris Marshall Head of Investment Strategy at Dragon Investment Managers talks about how the historical setting and environment brought about many of today’s modern theories of portfolio construction, and why these may not remain optimal in the world that we’re heading into. Also key to this discussion in the progression of ESG into portfolio construction and how this sits in a historical setting.

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