Why quality should be at the core

Defn of quality: bad and good growth

Long term growth themes within quality

Biggest risks to look out for

How to sift through the ‘noise’, hold the line

Golden ratio of quality allocation

Responsible investing and the quality approach

Synopsis: 

The Business Times Podcast channel showcases niche series Money Hacks, Mark To Market and WealthBT, and sponsored series.

Why is the time now for quality investing and how can this approach shield your portfolio from uncertainty, volatility and ensure growth? Correspondent Howie Lim finds out from John Cappetta, head of private banking, Asia advisor, Ninety One.

This episode is brought to you by Ninety One.

Highlights of the conversation: 

01:10 Why quality should be a core allocation in your portfolio

04:00 The definition of quality pertaining to ‘bad’ and ‘good’ growth

05:28 Long term growth themes within quality

08:30 Biggest risks investors should look out for

10:10 How to sift through the ‘noise’ and hold the line

11:34 How much should be allocated to quality, the ‘golden ratio’

15:15 How responsible investing ties in with the quality approach

More about:

Why Quality is the new core

https://ninetyone.com/en/singapore/how-we-think/investing-for-a-world-of-change/quality-is-the-new-core-and-these-are-the-reasons

Ninety One

https://ninetyone.com/en/singapore

Produced by: Howie Lim (howielim@sph.com.sg) and Christopher Lim

Edited by: Howie Lim

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Follow BT podcasts:

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Apple Podcasts: https://bt.sg/pcAP

Spotify: https://bt.sg/pcSP

Google Podcasts: http://bt.sg/pcGO

Website: http://bt.sg/podcasts

BT Money Hacks Podcast on: https://bt.sg/btmoneyhacks

BT Mark To Market Podcast on: http://bt.sg/btmark2mkt

WealthBT Podcast at: http://bt.sg/wealthbt

PropertyBT at: https://bt.sg/btpropertybt

Feedback to: podcast@sph.com.sg

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Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.

#BTPodcast

Synopsis:&nbsp;
The Business Times Podcast channel showcases niche series Money Hacks, Mark To Market and WealthBT, and sponsored series.
Why is the time now for quality investing and how can this approach shield your portfolio from uncertainty, volatility and ensure growth? Correspondent Howie Lim finds out from John Cappetta, head of private banking, Asia advisor, Ninety One.
This episode is brought to you by Ninety One.
Highlights of the conversation:&nbsp;
01:10 Why quality should be a core allocation in your portfolio
04:00 The definition of quality pertaining to &lsquo;bad&rsquo; and &lsquo;good&rsquo; growth
05:28 Long term growth themes within quality
08:30 Biggest risks investors should look out for
10:10 How to sift through the &lsquo;noise&rsquo; and hold the line
11:34 How much should be allocated to quality, the &lsquo;golden ratio&rsquo;
15:15 How responsible investing ties in with the quality approach
More about:
Why Quality is the new core
<a href="https://eur02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fninetyone.com%2Fen%2Fsingapore%2Fhow-we-think%2Finvesting-for-a-world-of-change%2Fquality-is-the-new-core-and-these-are-the-reasons&amp;data=04%7C01%7Cvivian.leung%40ptarmiganmedia.com%7C06fa98ff297f4fa41b9d08da01793661%7C0d4e447266a74436b65a20e173584e8a%7C1%7C0%7C637823917446584921%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&amp;sdata=%2BGOukpaxA%2FW5TQV9X7%2FGjnacPZXfx3twDnDXjS0tXEE%3D&amp;reserved=0">https://ninetyone.com/en/singapore/how-we-think/investing-for-a-world-of-change/quality-is-the-new-core-and-these-are-the-reasons</a>
Ninety One
<a href="https://ninetyone.com/en/singapore">https://ninetyone.com/en/singapore</a>
Produced by: Howie Lim (<a href="mailto:howielim@sph.com.sg">howielim@sph.com.sg</a>) and Christopher Lim
Edited by: Howie Lim
---
Follow BT podcasts:
Channel: <a href="https://bt.sg/pcOM">https://bt.sg/pcOM</a>
Apple Podcasts: <a href="https://bt.sg/pcAP">https://bt.sg/pcAP</a>
Spotify: <a href="https://bt.sg/pcSP">https://bt.sg/pcSP</a>
Google Podcasts: <a href="http://bt.sg/pcGO">http://bt.sg/pcGO</a>
Website: <a href="http://bt.sg/podcasts" data-saferedirecturl="https://www.google.com/url?q=http://bt.sg/podcasts&amp;source=gmail&amp;ust=1648800448834000&amp;usg=AOvVaw3hwU7_yFmUwDIR2_Z-ooPQ">http://bt.sg/podcasts</a>
BT Money Hacks Podcast on: <a href="https://omny.fm/shows/the-business-times-podcasts-1">https://</a><a href="https://bt.sg/btmoneyhacks">bt.sg/btmoneyhacks</a>
BT Mark To Market Podcast on: <a href="http://bt.sg/btmark2mkt">http://bt.sg/btmark2mkt</a>
WealthBT Podcast at: <a href="http://bt.sg/wealthbt">http://bt.sg/wealthbt</a>
PropertyBT at:&nbsp;<a href="http://bt.sg/btpropertybt" data-saferedirecturl="https://www.google.com/url?q=http://bt.sg/btpropertybt&amp;source=gmail&amp;ust=1648800448834000&amp;usg=AOvVaw1ixLpaasT62qz56fRgBKdf">https://bt.sg/btpropertybt</a>
Feedback to: <a href="mailto:podcast@sph.com.sg">podcast@sph.com.sg</a>
---
Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.
#BTPodcast

The Business Times Podcast channel showcases insights and commentary in markets, wealth management and current affairs.

Follow these series on  Apple Podcasts, Spotify or wherever you listen.

Produced by BT Podcasts, The Business Times, SPH Media.

The Business Times Podcast channel showcases insights and commentary in markets, wealth management and current affairs.
Follow these series on  Apple Podcasts, Spotify or wherever you listen.
Produced by BT Podcasts, The Business Times, SPH Media.

The Business Times Podcasts

The Business Times Podcast channel showcases insights and commentary in markets, wealth management and current affairs.

Available on all your favourite audio content apps and at www.businesstimes.com.sg/podcasts

Produced by BT Podcasts, The Business Times, SPH Media.

The Business Times Podcast channel showcases insights and commentary in markets, wealth management and current affairs.
Available on all your favourite audio content apps and at www.businesstimes.com.sg/podcasts
Produced by BT Podcasts, The Business Times, SPH Media.

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