Machinations of macro, asset sleeves and allocation by outcomes not benchmarks | Mark Beardow and Andrew Baume

In episode 102, Alex Proimos speaks with Mark Beardow, co-chief investment officer, and Andrew Baume, adviser, at Darling Macro.

This episode delves into a unique approach to wealth generation, asset sleeves and thinking about your personal balance sheet. We discuss asset allocation guided by outcomes and not benchmarks and the impact of dynamic covariance and correlation on the more static strategic asset allocation review process. We cover the strategic choices in which defensive strategies have worked, why defence cannot be passive and how to optimise a portfolio in the new normal.

Show Notes

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

What is Market Narratives?

Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors.

Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes for their members.