Portfolio

Magic Markets Ep103: Alternatives – The Wealth Management View

Magic Markets2022-11-23T19:41:43+02:00

Ever wanted to know what wealth managers think about alternative investments and how they are using them in clients' portfolios? Regular Magic Markets listeners have become familiar with the Westbrooke Alternative Asset Management team and the types of investments that they specialise in. This week, we look beyond the team to find out what independent wealth managers think about alternative assets. Based on the results of a survey of wealth managers that was arranged by Dino Zuccollo of Westbrooke, we were able to discuss points like: • What types of alternative assets are popular? • What is the priority for investors – [...]

Magic Markets Ep103: Alternatives – The Wealth Management ViewMagic Markets2022-11-23T19:41:43+02:00

Magic Markets Ep99: What’s happening in the UK?

Magic Markets2022-10-26T22:04:48+02:00

In the latest episode with the team from Westbrooke Alternative Asset Management, Richard Asherson joined us from the UK to talk about market conditions on the ground. The UK has been extremely topical this year and macroeconomic challenges are felt in private and public markets. Apart from asking whether his money was on Liz or the lettuce, we touched on a number of fascinating topics: • What does it mean to look for asymmetrical returns in a debt-led structure? • How do current rates in the UK compare to long-term averages? • What are the impacts of inflation on dealmaking and [...]

Magic Markets Ep99: What’s happening in the UK?Magic Markets2022-10-26T22:04:48+02:00

Magic Markets Ep98: Answering Listeners’ Questions

Magic Markets2022-10-19T22:08:42+02:00

We love engaging with our audience on Magic Markets. This week, we asked on Twitter for people to send through their questions. Other than the classic “when moon?” for crypto (which we opted to ignore), there were great questions around our portfolio strategies and position sizing. We also answered fun questions like what we would go back and tell our 20-year-old selves. With a mix of solid investment insights and some light-hearted fun, we loved recording this episode and we hope you enjoy listening to it.

Magic Markets Ep98: Answering Listeners’ QuestionsMagic Markets2022-10-19T22:08:42+02:00

Magic Markets Ep94: The Westbrooke Portfolio

Magic Markets2022-09-21T22:22:38+02:00

Alternative assets have been a key discussion point for us this year, as a means to diversify the portfolio as well as hedge against listed assets through achieving uncorrelated exposure. We’ve had a fantastic time learning about the various alternative asset strategies with Westbrooke. We've welcomed the team over several episodes since the first appearance on Episode 59. We’ve covered a great deal of ground since that show, so we thought it would be useful to our listeners to take a more holistic view and wrap this into a recap of some concepts while probing developments in the market so far [...]

Magic Markets Ep94: The Westbrooke PortfolioMagic Markets2022-09-21T22:22:38+02:00

Magic Markets Ep90: The Herenya Portfolios

Magic Markets2022-08-24T23:05:54+02:00

In addition to the trading community that Herenya Capital Advisors is known for, founder Petri Redelinghuys and his team also manage portfolios on behalf of clients. We took the opportunity to dig into the portfolio holdings and discuss some of the companies and strategies included in the local and offshore portfolios. As the founder of Herenya Capital Advisors, Petri is committed to upskilling traders and helping people find success in the market. To learn more about their offering, visit the Herenya website and follow them on Twitter. Herenya Capital Advisors is an authorised financial services provider, FSP number 47080. You can subscribe [...]

Magic Markets Ep90: The Herenya PortfoliosMagic Markets2022-08-24T23:05:54+02:00

Magic Markets Ep57: Our 2021 Winners and Losers

Magic Markets2021-12-23T11:36:15+02:00

The final show of the year is always an opportunity to reflect on what did and didn't work in our portfolios. At Magic Markets, we value transparency and we focus on creating a shared learning environment, which means we highlight our mistakes instead of hiding them. Of course, there were also some great outcomes this year, including some stocks that looked dicey at times. In Episode 57 of Magic Markets, we invite you to learn with us as we discuss some of our best and worst positions during the year. This is our last show for the year and we look [...]

Magic Markets Ep57: Our 2021 Winners and LosersMagic Markets2021-12-23T11:36:15+02:00

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