Som Seif, CEO, Purpose Investments, joins us for an in-depth chat, a few weeks ago, about how investors can mount a strong defence in their portfolios, by taking a new tack in their offensive strategy. This is the best possible time, towards the end of what has already been a long cycle, to reconfigure your portfolio, not following a correction, but proactively, in advance of one.
With the return of volatility at hand in the context of the U.S./China débùcle, the waffling Fed, and talk of recession, now remains a good time to tweak portfolios in defensive areas. Topping is long process, and its more likely that investors still have a fair bit of time to re-position some of the frothier parts of their portfolios. Som weighs in.
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