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In this episode of the WestPac Wealth Investments Podcast, Joe discusses the importance of understanding portfolio management, particularly focusing on the significance of August 22nd for investment strategies. He explains how he manages client portfolios by analyzing historical risk premiums and market trends, emphasizing the importance of not just building portfolios based on science but also actively monitoring their performance. Joe provides insights into how different market segments are performing and how that impacts client portfolios, ensuring they are aligned with expected returns.
By Westpac Wealth Partners5
88 ratings
In this episode of the WestPac Wealth Investments Podcast, Joe discusses the importance of understanding portfolio management, particularly focusing on the significance of August 22nd for investment strategies. He explains how he manages client portfolios by analyzing historical risk premiums and market trends, emphasizing the importance of not just building portfolios based on science but also actively monitoring their performance. Joe provides insights into how different market segments are performing and how that impacts client portfolios, ensuring they are aligned with expected returns.

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