Will Stuart Kirk reach £1m? AI, market bubbles and portfolio positioning
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Will Stuart Kirk reach £1m? AI, market bubbles and portfolio positioning
In this episode of Macro moments, Oliver Wallin, Solutions Portfolio Manager at Franklin Templeton, applies an institutional portfolio construction framework to the personal pension portfolio of Stuart Kirk; author of the Financial Times’ Skin in the Game column. Using the same analytical lens employed for institutional portfolios, the ...
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