Basis Points Tariffs, turmoil and resilient portfolios: A guide for advisers - Richard Quin | Bentham Asset Management
Recorded at the Morningstar Investor Conference, today we're joined by Richard Quin, CIO & Principal at Bentham Asset Management.
With President Trump in the White House and Liberation Day tariffs front-of-mind, markets have never been noisier. The challenge for advisers is separating the signal from the noise and focusing on what will matter long term.
Today's guest has been focused on separating fake news from economic reality. In this episode we discuss:
- What is coming next in the Trump-man (Truman) show
- The rumours v reality in the US economic story
- How we should prepare for "known unknowns"
- Building a defensive income sleeve in portfolios
- Common misconceptions about credit markets
- How advisers can navigate the range of fixed income options
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CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).
To claim your points, complete the CPD Quiz and we'll send you your certificate.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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