Asset allocation has become much tougher as the unwinding of the AI trade and rising interest rates ripple through equities and fixed income, breaking down traditional market correlations. With bonds struggling to fulfill their historical role as a portfolio safety net, investors are looking beyond conventional strategies to find true diversification.

Adam Watson, Head of Asia Pacific at Partners Capital, and Dominik Burckgard, Head of Hong Kong, join host John Lee on the Asia Centric podcast. Representing an outsourced CIO firm with more than $85 billion in assets under management, they unpack their rigorous process for selecting top-tier fund managers. The pair also discuss the role Asia plays in portfolios and the opportunities presented by smaller, specialized managers.

Asset allocation has become much tougher as the unwinding of the AI trade and rising interest rates ripple through equities and fixed income, breaking down traditional market correlations. With bonds struggling to fulfill their historical role as a portfolio safety net, investors are looking beyond conventional strategies to find true diversification.
Adam Watson, Head of Asia Pacific at Partners Capital, and Dominik Burckgard, Head of Hong Kong, join host John Lee on the Asia Centric podcast. Representing an outsourced CIO firm with more than $85 billion in assets under management, they unpack their rigorous process for selecting top-tier fund managers. The pair also discuss the role Asia plays in portfolios and the opportunities presented by smaller, specialized managers.

Some of the world's largest and fastest-growing markets, economies and companies are in Asia. Every Thursday, John Lee from Bloomberg Intelligence speaks with experts and newsmakers about the big ideas and trends moving money across the region.

Some of the world's largest and fastest-growing markets, economies and companies are in Asia. Every Thursday, John Lee from Bloomberg Intelligence speaks with experts and newsmakers about the big ideas and trends moving money across the region.

Asia Centric by Bloomberg Intelligence

Partners Capital on Picking Top Fund Managers

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9b496154-c7b4-45aa-a7b9-b4f80079b598/transcript