X

A market correction awaits, but how should you prepare your portfolio?

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.

Featured News

This Week’s Most Read

  • Price of scarcity: Central banks are driving large valuation premiums on assets with limited supply

    By Charles-Henry Monchau, CIO at Syz Bank It is important to understand the concept of scarcity to better understand its mechanics and its impact on markets. Scarcity refers to the

  • Why now is the right time to invest in Japan

    By Masakazu Takeda, lead portfolio manager of the Japan Focus All Cap strategy at SPARX Asset Management The issues that have plagued Japan over the years are now at the doorstep of

  • Why high yield bonds could be the next ESG frontier

    By Lila Fekih & Mark Remington, Co-Portfolio Managers of the New Capital Sustainable World High-Yield Bond Fund at EFG Asset Management  Equities have garnered the most attention in the ESG

  • Fundsmith hints at bumpy ride

    Terry Smith’s annual letter to shareholders reports a slight underperformance of the MSCI World Index over one year Despite the value rally, quality stocks outperformed in 2021 Smith says unexpectedly

  • Brooks Macdonald Funds under Management hit £17.3bn

    Brooks Macdonald today publishes an update on its Funds under Management (“FUM”) for its second quarter ended 31 December 2021, together with a Trading Update for the half year. FUM

  • Ninety One appoints Juliana Hansveden

    Hansveden to develop emerging markets sustainable equity capability Ninety One has today announced the appointment of Juliana Hansveden, CFA, as Portfolio Manager, Emerging Markets Sustainable Equity. In this newly created

  • Man GLG’s Atherton: Governance revolution in Japan like the UK in the 80s and 90s

    The ESG-driven corporate governance revolution in Japan is creating investment opportunities similar to those in the UK in the 1980s and 1990s, says Jeff Atherton, manager of the Man GLG

  • BlackRock launches two new active Climate Action funds

    The BGF Climate Action Multi-Asset Fund and the BGF Climate Action Equity Fund leverage BlackRock’s deep expertise in active sustainable investing with the objective of generating positive environmental impact.  As

  • US December CPI inflation rises 7% from a year ago

    David Goebel, Investment Strategist at Tilney Smith & Williamson, the wealth management and professional services group, comments on the latest US CPI inflation data: US December headline CPI inflation rose

Wealth DFM