On today’s episode, Alan Dunne is joined by Alan Higgins, the CIO and Chief Market Strategise of Coutts UK, also known as the Queens Bank, to discuss sound ways to invest in today’s environment, Alan’s interest at an early age in how to earn a risk premium, being a 60/40 investor and how the strategy will evolve, asset management vs. wealth management, distressed debt investing, behavioural biases, inflation, equity and interest rates, as well as the Yale Approach finishing off with some book recommendations on asset allocation and investing.
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In this episode, we discuss:
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Episode TimeStamps:
00:00 - Intro
03:05 - Alan’s background and current role
04:44 - Risk premium and fixed income
24:33 - Setbacks and drawdowns
26:45 - Inflation
35:06 - Interest rates, bonds and dividends
43:22 - Asset allocation and portfolio construction
46:18 - Alan’s role at Eighteen48 Partners
48:33...