Episode 31: Goals-based Investing and the Implications for Portfolio Construction


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May 16 2024 23 mins  

Join Emily Barlow (Perpetual Private) accompanied by Matt Walker (Dynamic Asset) and Alex Cousley (Russell Investments) for an interesting conversation on goals based investing.

Key points covered are:

  • A personalised approach to managing wealth
  • Implications on portfolio construction
  • The market outlook and more....