Tariffs, turmoil and resilient portfolios: A guide for advisers - Richard Quin | Bentham Asset Management
Basis Points · Equity Mates Media
Audio is streamed directly from the publisher (sphinx.acast.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Recorded at the Morningstar Investor Conference, today we're joined by Richard Quin, CIO & Principal at Bentham Asset Management.
With President Trump in the White House and Liberation Day tariffs front-of-mind, markets have never been noisier. The challenge for advisers is separating the signal from the noise and focusing on what will matter long term.
Today's guest has been focused on separating fake news from economic reality. In this episode we discuss:
- What is coming next in the Trump-man (Truman) show
- The rumours v reality in the US economic story
- How we should prepare for "known unknowns"
- Building a defensive income sleeve in portfolios
- Common misconceptions about credit markets
- How advisers can navigate the range of fixed income options
----------
CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).
To claim your points, complete the CPD Quiz and we'll send you your certificate.
----------
Want more Basis Points?
- Sign up to the Basis Points email
- Join the conversation on LinkedIn
- Watch all episodes in full and relive some of our favourite clips on YouTube
----------
In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points 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.
----------
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.