Despite agreeing that AI is likely as transformative as its proponents argue, Ed Cole, head of multi-strategy equities at Man Group, believes it’s too early to understand whether there’s a bubble. Meanwhile, the growing backlash against globalization and an effort to reshore means traditional 60/40 portfolios are at risk of becoming outdated. He says a reallocation of assets across gold, small caps and liquid alternatives could be essential to keep up with a changing macro environment.<br>See omnystudio.com/listener for privacy information.

Man Group's Ed Cole: How to Adapt Your Portfolio to a Changing World

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It's sort of easier to recognize that the regime is changing than to understand what it will change into. But if you think about all those things I mentioned there, which is globalization, the sort of frictionless movement of capital and labor and supply chains, I think those things are going into reverse. And as they go into reverse, it introduces more friction into the system. It requires national interest to be put at the sort of top of the priority list for governments.

Man Group's Ed Cole: How to Adapt Your Portfolio to a Changing World

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Man Group's Ed Cole: How to Adapt Your Portfolio to a Changing World

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.