When Gerald Moser, Chief Market Strategist of Barclays Private Bank, speaks of a market correction, he makes sure to emphasise, “it depends on the horizon you are looking to.”
In the second instalment of our Sunday Podcast series, Wealth DFM Magazine Editor, Sue Whitbread, spoke to Gerald Moser about ESG, market corrections, and the 60-40 portfolio approach.
In this illuminating conversation, Moser broaches why he’s diversifying his portfolio away from the 60-40 approach. Moser takes issue with the 60-40 approach on two grounds, diversification and income. Moser looks for other opportunities, in the private market, hedge funds and gold.
Moser also shares his wisdom on historical market corrections, and the unstoppable rise of the ESG screen.
Gerald Moser is our Chief Investment Strategist at Barclays Private Bank. In this position, he is responsible for Barclays Private Bank investment views. With his team, he defines the advisory investment views trough thematic and opportunistic investment ideas while also contributing inputs to the discretionary process.
Prior to his appointment at Barclays, Gerald spent several years at Credit Suisse in its Wealth Management and almost a decade in the Global Investment Research division at Goldman Sachs.
