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In this edition of Livewire’s Expert Insights, Brendan Paul discusses why the next decade of investing looks different to the past, how taking a different approach to portfolio construction could be the biggest opportunity for investors and explains what diversification could look like using the three-bucket model.
The investments that are better than bonds for diversification
Atrium’s Senior Portfolio Manager Brendan Paul, recently discussed with LiveWire how the traditional views using bonds for diversification are flawed in the new world and what makes a diversifier today.
Brendan Paul, Portfolio Manager discusses market risks on LiveWire
In a recent edition of Expert Insights with LiveWire, Paul discusses how managing this concentration risk is an opportunity for investors, why Atrium anticipates an acceleration in the market slowdown and how he has tilted his portfolio for the coming market.
This month, Brendan Paul covered the limitations of a 60:40 portfolio, AI stocks, and Atrium’s “captain sensible” risk-targeted investment approach – to be as truly diversified as possible.
Tony Edwards’ Fund Manager Q&A on LiveWire
While the past is not an indicator of what’s to come, historical data can provide reference points to ascertain what kind of economic landing may be in sight. Will it be a recession or a soft landing? Find out how Atrium Senior Portfolio Manager Brendan Paul calls it in The Inside Adviser article.
Defensive and quality stocks remain a safe haven
In an environment of higher than average inflation, where are the investment opportunities? Our very own Brendan Paul, Senior Portfolio Manager at Atrium, sat down with Danielle Ecuyer from ausbiz to address the effects of increased interest rates on the market and the new playbook for investors looking to balance risk and opportunity in this shifting macroeconomic setting.
Rates may have been paused this month, however it doesn’t spell the end of inflationary pressure. Our very own Brendan Paul, Senior Portfolio Manager at Atrium, joined the Ausbiz team to speak about the balancing act for central banks in managing inflation the implications for bond and equity market valuations.
Risk management is the new investment diversification strategy for the tumultuous decade ahead, according to Glen Foster, Senior Portfolio Manager, Atrium, in conversation with Proactive Investors Jonathan Jackson