ALO02: Properly Diversifying a $1.6Trillion Portfolio ft. Sebastien Page

Alan Dunne is joined today by Sebastien Page to discuss how price shocks affect correlations, approaches to strategic asset allocation, how to position portfolios for the years ahead, the current outlook for equities their various sectors, investing in a rising interest rate environment, responding to unexpected regime shifts in the markets, defining and achieving utility maximisation, the merits and drawbacks of mean variance analysis, how to properly diversify a portfolio, the durability of treasury bonds, lessons from research on high performance individuals and teams, achieving a state of ‘flow’, and how to simplify complex financial topics.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In this episode, we discuss:

• Ever-changing market correlations
• Strategic asset allocation
• Responding to interest rate changes
• Achieving utility maximisation
• Mean variance analysis
• Portfolio diversification
• Treasury bonds
• High performance teams
• Simplifying complexity

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Episode TimeStamps:

00:00 - Intro

03:52 - Sebastien’s journey into the investment management industry

07:45 - How Sebastien’s book came about

09:39 - Current view on the...