Nigel and Frank go full tactics board this week, using England's World Cup semi-final as the launchpad for a deep dive into the strategic asset allocation process. From why going "all-defence" after a big goal rarely pays off, to finding the portfolio's star striker and building a squad where every asset covers for the next, it's a look at how the team balances attack and defence across market cycles. Plus, the week in markets: strong US bank earnings, a rough one for IBM, cooling inflation data, and why the Strait of Hormuz might be the wildcard substitute that changes the whole game.
What is ASB Investment Podcast?
A show that brings you the latest market updates and insights to help you make smart investment decisions.