FM Radio
Welcome to FM Radio, your go-to podcast for everything in the world of Funds Management, brought to you by Elston Asset Management.
Whether you’re an experienced adviser, seasoned investor, or just starting your journey, we’re here to explore the complex world of funds management and break down the key concepts.
Join us as we talk to the experts and get their insights, from asset allocation to risk management, and give you an idea on how decisions are made.
Tune in and turn up the volume on the topics that affect you and your clients.
FM Radio
Episode 16: Positioning portfolios amidst uncertainty
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
In this episode of FM Radio, Elston Portfolio Managers Leon de Wet and David Seager reflect on a quarter shaped by geopolitical tension, shifting interest rate expectations, and accelerating AI investment.
They unpack what’s driving market volatility, where diversification has added value, and why real assets and fixed income are playing a more important role in portfolios. The conversation also covers asset allocation decisions, income strategy performance, and how Elston is positioning portfolios amid a wider range of potential economic outcomes.
Looking for clarity on how to stay positioned in uncertain markets? Tune in to find out.
The information provided in this podcast is general in nature, you must consider your own circumstances prior to making any investment. For more information, go to our website or speak to your financial adviser. This podcast has been prepared by Elston Asset Management Pty Ltd, a Corporate Authorised Representative (CAR 427434) of EP Financial Services Pty Ltd (AFSL No. 325252).
.png)
.png)