The 60/40 portfolio has been a bedrock of portfolio construction since Harry Markowitz developed it in the 1950s. Today's guest thinks we need to update our thinking. Daniel Kelly is the Chief Investment Officer of Viola Private Wealth.

In today's episode we discuss:

Navigating this volatile moment in markets
Capitalising on market downturns
Updated rules of portfolio construction
Manager selection and red flags
Trends in new funds coming to market

Read Daniel's recent paper on Alts here

Interested in speaking to the team at Viola Private Wealth or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with one of our advisers.

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We’re particularly excited to share our latest show: Basis Points

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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Ask an Adviser: The news rules of portfolio construction - Daniel Kelly | Viola Private Wealth

Equity Mates Investing Podcast

Ask an Adviser: The news rules of portfolio construction - Daniel Kelly | Viola Private Wealth