ALO03: Lessons from a $25 billion CIO ft. Elizabeth Burton

Alan Dunne is joined today by Elizabeth Burton to discuss managing a public fund versus a private fund, the challenges to those invested in the traditional 60 / 40 portfolio, the current outlook for inflation, performing above expectations, how to re-position a portfolio for higher expected inflation, fixed income versus real assets, categorising asset classes effectively, the limits of mean variance optimisation, using historical perspectives as an input into current decision-making, difficulties in the manager selection process, and how to simplify complex ideas in order to communicate more efficiently.

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In this episode, we discuss:

• The outlook for inflation
• Achieving high performance consistently
• How to re-allocate a portfolio accordingly
• Mean variance optimisation
• Whether this time is different
• Selecting the right manager
• Simplifying complexity for better understanding

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Send your questions to info@toptradersunplugged.com

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Episode TimeStamps:

00:00 - Intro

03:30 - Elizabeth’s background and history in the investment world

04:55 - Elizabeth’s perspective on today’s markets

06:52 - Managing a public fund versus a private fund

08:14 - Performing above expectations

09:38 - The current outlook for inflation

11:31 - How to re-position a portfolio for higher...