Vincent Ropers, co-manager of TB Wise Multi-Asset Growth fund, joins Fund Calibre to discuss a range of key topics impacting investor portfolios. Vincent starts be giving an update on the fund and asset allocation changes in the last six months, including opportunities in fixed income and floating rate notes.
We then turn to inflation and the threat of recession with Vincent sharing four ways the team is protecting the portfolio: defensive assets, quality of assets, valuations and idiosyncratic strategies. The interview wraps with a closer look to the funds use of Investment Trusts and why the exposure has been going up in recent months.
To watch the full video, please click on the link below which will direct you to Fund Calibres website.
Four ways to protect your portfolio in a recession | FundCalibre
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