In this episode of ek Public Voices, Karam Singh sits down with Brad Creighton, ex-Head of Asset Allocation, Mason Stevens, to explore how portfolios are being positioned in today’s increasingly complex and noisy market environment.

With constant debate across social media and financial circles around active vs passive investing, this conversation explores how experienced allocators actually approach portfolio positioning including the key trigger points and signals that drive asset allocation changes over time.

Key themes explored in this episode include:

• The evolving active vs passive investment debate and how portfolios are positioned today
• The trigger points and cues that influence strategic asset allocation shifts
• How geopolitical developments and political narratives can influence investor behav ...