Smart index investing with Newport Asset Management
Luke sits down with Gavin Duckett, portfolio manager at Newport Asset Management to discuss the history of financial theory, ETF's and 'passive' investments. They also get deep into trend-following and momentum strategies as well as the pitfalls and limitations of traditional "strategic asset allocation" when it comes to managing sequence risk. If you have a question or a comment, you can always email us at lukel@senecafs.com.au,hope you enjoy the epsiode!