Cutting Through the Noise: Jo Sharples on Conviction Investing in DC

This week on the podcast, we chat to Jo Sharples, chief investment officer for Aon’s DC solutions. Jo shares her wisdom about investment, revealing her ‘sleep at night strategy’ – we love this idea.

We discuss the importance of cutting out the noise and sticking to your guns in times of short term volatility.

Jo explains why she has just made an allocation to long-dated government bonds in the growth phase – despite being very pro equity in general – and explains why government bonds are very much on her radar.

She has a challenge to the industry on net zero: have we done the easy things and saved the harder choices for later? Are we making enough real progress? If not, what needs to change?

We also discuss private markets, and Jo shares the types of assets the Aon master trust is looking at – and why it’s important to have different risk/return focuses for people at different stages of their lives. Listen to the podcast to find out exactly what they’re looking at.

We loved catching up with Jo. Enjoy the episode!