For advisers seeking true diversification and resilience in the face of market shocks, volatility is not a risk to avoid but a resource to harness, an untapped asset class that turns panic into performance.
In a wide-ranging and deeply considered contribution at the Investment Leaders Forum in Byron Bay, Hugh Selby-Smith, co-chief investment officer at Talaria Asset Management, delivered a compelling challenge to conventional portfolio thinking.
A sound investment framework and coherent plan is always advisable, but it’s particularly important when markets are gyrating.
Lending specialist Daniel Zwirn spoke candidly about investor “credit myths”, and the misunderstandings that hold people back in the selection and movement of assets in portfolio construction.
Markets may not always do what’s expected, but fundamental valuations and adherence to timelines will usually win out eventually according to Atrium Investment Management.
