Are your clients actually diversified? The hidden risks inside every portfolio

It was once a given that investing across a variety of asset classes, meant you were diversified.

Today’s guest believes that may no longer be the case.

AI for example touches debt, equities and infrastructure.

When the old asset-class labels no longer explain the risks and opportunities, what should advisers change in client portfolios?

John Woods, the Deputy Chief Investment Officer and Head of Multi-Asset at Australian Ethical Investment shares the portfolio audit that every adviser should run to ensure clients are properly diversified.

Chapters:

00:00 Introduction

03:15 When Asset Classes Overlap

05:59 Auditing Portfolio Risk

09:43 Themes with Staying Power

13:05 Resources and Spotting Hype

16:23 Ethical Investing and Risk