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Alan Dunne is joined today by Elizabeth Burton to discuss managing a public fund versus a private fund, the challenges to those invested in the traditional 60 / 40 portfolio, the current outlook for inflation, performing above expectations, how to re-position a portfolio for higher expected inflation, fixed income versus real assets, categorising asset classes effectively, the limits of mean variance optimisation, using historical perspectives as an input into current decision-making, difficulties in the manager selection process, and how to simplify complex ideas in order to communicate more efficiently.

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In this episode, we discuss:

• The outlook for inflation
• Achieving high performance consistently
• How to re-allocate a portfolio accordingly
• Mean variance optimisation
• Whether this time is different
• Selecting the right manager
• Simplifying complexity for better understanding

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

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And you can get a free copy of my latest book \\u201cThe Many Flavors of Trend Following\\u201d here.

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Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Alan on Twitter.

Follow Elizabeth on LinkedIn\\ufeff\\ufeff.

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Episode TimeStamps:

00:00 - Intro

03:30 - Elizabeth\\u2019s background and history in the investment world

04:55 - Elizabeth\\u2019s perspective on today\\u2019s markets

06:52 - Managing a public fund versus a private fund

08:14 - Performing above expectations

09:38 - The current outlook for inflation

11:31 - How to re-position a portfolio for higher expected inflation

13:57 - Fixed income'