Behind the Screens: Lessons learnt from the past 10 years
"The one thing it always teaches you is no matter how many degrees you have, qualifications you studied for or exams you passed, the markets always find a way to remind you about what you don't know yet and tell you about the importance of staying humble."
Joining us for this week's podcast is LGIM's Andrzej Pioch, lead manager of the Recommended-rated L&G Multi-Index Range which celebrated its 10-year anniversary at the end of August. Speaking with Square Mile's Jock Glover, Andrzej shares the good and the bad of the past 10 years, what might make the team reconsider their positioning and why flexibility in moments of volatility is vital.
Listen to the Behind the Screens on your favourite platform here, or listen below.
Don't have time to listen to the full episode, jump to your favourite part:
01:25 - What stands out the most over the past 10 years?
04:20 - How do you split your time in a normal day?
07:55 - What might make you reconsider the portfolio positioning?
09:55 - What keeps you up at night?
12:25 - How does the L&G Future World ESG Index funds differ?
14:20 - An interesting statistic from the week
This podcast was recorded on Tuesday 5th September 2023. This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.