Is now the time for an active portfolio? - podcast episode cover

Is now the time for an active portfolio?

Jun 04, 202545 minEp. 243
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Episode description

After years of growth in passive ETFs and index strategies, market dynamics are shifting. Is it time to avoid the mega caps dominating the index, and look for better opportunities?

Janus Henderson’s London-based Head of Portfolio Construction and Strategy Matt Bullock joins the podcast to discuss:

  • why there is space for both active and passive strategies in a portfolio
  • what significant and permanent shifts in trade mean for markets
  • asset class opportunities beyond volatile equity markets, and
  • the huge runway for themes that are yet to realise their full potential.

You can access this and previous episodes of the Your Wealth podcast now on iTunesPodbeanSpotify or at nabtrade.com.au/yourwealth

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Is now the time for an active portfolio? | Your Wealth podcast - Listen or read transcript on Metacast