ALO04: Insights from the Queens Bank CIO ft. Alan Higgins

Published: March 2, 2022, 5 a.m.

On today\u2019s episode, Alan Dunne is joined by Alan Higgins, the CIO and Chief Market Strategise of Coutts UK, also known as the Queens Bank, to discuss sound ways to invest in today\u2019s environment, Alan\u2019s interest at an early age in how to earn a risk premium, being a 60/40 investor and how the strategy will evolve, asset management vs. wealth management, distressed debt investing, behavioural biases, inflation, equity and interest rates, as well as the Yale Approach finishing off with some book recommendations on asset allocation and investing.

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In this episode, we discuss:

  • What the 60/40 portfolio will look like in the next decade
  • The surprise of markets ability to trend
  • The value of Risk Mitigation, but how it\u2019s not enough
  • Insights to the inflationary period in the UK under Nigel Lawson
  • Why this time feels different
  • Lessons from the 1987 Crash

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IT\u2019s TRUE ? \u2013 most CIO\u2019s read 50+ books each year \u2013 get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book \u201cTen Reasons to Add Trend Following to Your Portfolio\u201d here.

Learn more about the Trend Barometer here.

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Episode TimeStamps:

00:00 - Intro

03:05 - Alan\u2019s background and current role

04:44 - Risk premium and fixed income

24:33 - Setbacks and drawdowns

26:45 - Inflation

35:06 - Interest rates, bonds and dividends

43:22 - Asset allocation and portfolio construction

46:18 - Alan\u2019s role at Eighteen48 Partners

48:33 -...