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Sebastian Lyon & Charlotte Yonge (Troy) - Evolve to Preserve

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Manage episode 497013049 series 3321528
Content provided by Troy Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Troy Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Sebastian Lyon and Charlotte Yonge co-manage Personal Assets Trust and Troy’s Multi-Asset strategy. We discuss the strategy’s evolution over the last 25 years, Troy’s equity-centric approach to multi-asset investing, and why creating a resilient portfolio is as relevant as ever in today’s world.

Show notes:

[01:34] Founding philosophy

[04:21] Avoiding complexity

[07:25] Reasons for not owning derivatives

[08:45] Charlotte’s career

[10:41] Becoming co-manager

[12:35] How Sebastian and Charlotte complement each other

[16:43] Avoiding wasting assets

[19:19] Finding opportunities with asymmetric risk

[21:44] Hubbell and Verisign

[24:45] Evolution of fixed income investments

[27:08] Shortening of duration

[31:00] Will the US$ remain a safe haven?

[34:55] Attractions of the Japanese Yen

[36:11] Gold as essential portfolio insurance

[38:44] Does the macro impact asset allocation?

  continue reading

32 episodes

Artwork
iconShare
 
Manage episode 497013049 series 3321528
Content provided by Troy Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Troy Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Sebastian Lyon and Charlotte Yonge co-manage Personal Assets Trust and Troy’s Multi-Asset strategy. We discuss the strategy’s evolution over the last 25 years, Troy’s equity-centric approach to multi-asset investing, and why creating a resilient portfolio is as relevant as ever in today’s world.

Show notes:

[01:34] Founding philosophy

[04:21] Avoiding complexity

[07:25] Reasons for not owning derivatives

[08:45] Charlotte’s career

[10:41] Becoming co-manager

[12:35] How Sebastian and Charlotte complement each other

[16:43] Avoiding wasting assets

[19:19] Finding opportunities with asymmetric risk

[21:44] Hubbell and Verisign

[24:45] Evolution of fixed income investments

[27:08] Shortening of duration

[31:00] Will the US$ remain a safe haven?

[34:55] Attractions of the Japanese Yen

[36:11] Gold as essential portfolio insurance

[38:44] Does the macro impact asset allocation?

  continue reading

32 episodes

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