In a recent panel discussion at The 10X Think Indexing 2023 Convention exploring best practices for constructing portfolios that instil confidence in long-term financial plans, seasoned investment managers provided valuable insights. Chaired by Zama Zulu, Portfolio Executive at RMI Investment Managers, the panel delved into the evolving dynamics of the investment landscape, addressing key challenges and opportunities. In this discussion the panellists explore best practice for building portfolios that bring more certainty to long-term financial plans. We hear how these investment managers are navigating the new paradigm of higher interest rates (with many more fixed income choices) and unpack the currency hedging decision in the ‘new world’ of less stringent regulation 28 limits, among other topical issues.
 
Key Discussion Points:
    Global Perspectives on Portfolio Building
    Dynamic Responses to Regulatory Changes
    ESG and Sustainable Investing in Portfolio Construction
    In essence, the panel discussion provided valuable insights into the multifaceted world of investment, urging practitioners to embrace a global outlook, adopt a dynamic approach to passive strategies, and recognise the enduring importance of ESG considerations.
 
Panelists:
•    Florbela Yates (Head: Equilibrium Investment Management)
•    Chris Rule (Head of Client Solutions, 10X Investments)
•    Paul Fouché (CIO and co-founder, New Road Capital)
•    Victoria Reuvers (Managing Director, Morningstar Investment Managers)
•    Moderated by:
•    Zama Zulu - Portfolio Executive, RMI Investment Managers