Balancing the Blend

Presented by

Ben Moxon / Nicola Dormehl

About this talk

2022 was a difficult year in the industry – bonds didn’t diversify stocks and many multi-asset funds didn’t diversify one another. If one lesson was learnt off the back of this, it was that name diversification does not equal fundamental diversification. In this 30-minute presentation, Orbis highlights the importance of true fundamental diversification against the backdrop of the value versus growth cycle, the importance of rebalancing, and how a well-diversified, regularly rebalanced portfolio can improve outcomes in the decumulation phase. By the end of the session, you will be able to: 1. Explain the benefits of regular rebalancing 2. Distinguish between name diversification and true fundamental diversification 3. Articulate the benefits of blending funds with different styles, including in decumulation

Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (82)
Subscribers (4854)
View the latest videos, webcasts, news and presentations from Panacea Adviser and partners. This area provides free thought provoking webcasts to support and educate Advisers and includes general industry webcasts and those that can help advisers with their day-to-day business. The schedule of programmes is updated on a regular basis so keep coming back to stay in touch.